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James Picerno

James Picerno is a financial journalist who has been writing about finance and investment theory for more than twenty years. He writes for trade magazines read by financial professionals and financial advisers.

Over the years, he’s written for the Wall Street Journal, Barron’s, Bloomberg, Dow Jones, Reuters.

Visit: The Capital Spectator




James Picerno's Latest Articles | 843

The Lesson from Japan

May 20, 2013| 

Japan’s stock market is on a roll, largely because expectations have dramatically changed this year about the underlying state of macro for the planet’s... Read »

Now It’s Really Time For A Flat Tax

May 16, 2013| 

If the scandal over monitoring political groups that forced the acting commissioner of the IRS to resign this week doesn’t inspire dismantling the tax-collecting... Read »

Industrial Output In April Slumps The Most In Eight Months

May 15, 2013| 

Industrial production fell more than expected last month, sliding 0.5% in April. That’s a bit deeper than economists projected, and it’s an even bigger drop... Read »

Consumer Spending Reveals No Signs of Rolling Off the Edge

May 13, 2013| 

Whenever a key economic indicator shows weakness in the latest monthly update, the usual worries arise. No explanation required in the current environment and so... Read »

The Chronic Crisis That Is The Euro

May 9, 2013| 

Lars Seier Christensen, the co-chief executive of Saxo Bank, thinks it’s only a matter of time before the euro passes into history as another failed experiment... Read »

A Reality Check for Two Employment Indicators

May 8, 2013| 

If the US was slipping into a recession, would the evidence be conspicuous in the labor market data? History says that’s a good bet. In fact, it’s inconceivable... Read »

Q1 GDP Falls Short of Forecasts

Apr 26, 2013| 

US economic growth rebounded in the first quarter after stalling in last year’s final three months, the Bureau of Economic Analysis reports in today’s initial... Read »

Is The Recent Fall In Inflation Expectations A Warning Sign?

Apr 25, 2013| 

Earlier this month I noted that the relationship between US equities and the Treasury market’s implied inflation forecast was looking a bit unusual–unusual... Read »

Has the Stock Market Finally Broken Free of Inflation Expectations?

Apr 10, 2013| 

If so, is this a turning point for the market? For inflation expectations? For the economy? Lots of questions at this point, with no answers. At least no definitive... Read »

Don’t Overlook the Dollar Factor for Oil Prices

Mar 25, 2013| 

It’s no secret that oil prices and the US dollar exchange rate have an economically robust relationship. The global market for crude oil, after all, is generally... Read »

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