Rally In Risk Assets Ex-US: US stocks and bonds took a back seat to offshore rallies this week, providing some much-needed lift to the idea that holdin…
James Picerno
Flatlining To The Election: With less than two weeks until the US election, it’s becoming harder to focus on anything else. Maybe that explains why mul…
James Picerno
No Way But Up? The US stock market continued to confound the bears as shares rose for a third week. Vanguard Total US Stock Market (VTI) posted a thin …
James Picerno
Calm Before The Storm? The markets continue to churn but most of the major asset classes continue to go nowhere fast. Surprising? Not really. With the …
James Picerno
Keep (Stimulus) Hope Alive: The US stock market continued to rebound from September’s correction. Vanguard Total US Stock Market (VTI) posted its secon…
James Picerno
Resilience Revived? Election/political risk in various forms has been squeezing the US equity market in recent weeks, but the correction appears, once …
James Picerno
Pricing In Election Risk: A contentious debate between President Donald Trump and his opponent, Joe Biden, on Tuesday night unleashed a sea of commenta…
James Picerno
Stimulus or no stimulus? That is the question (and has been for months), but the false dawns have run out of road in Washington. House Speaker Nancy Pe…
James Picerno
Waiting, Watching, Wondering: Maybe it’s the nation’s rising anxiety over the November election. Or worries that the economic rebound is slipping. What…
James Picerno
US Stocks Flirting With Fourth Weekly Decline: It’s only Wednesday, Sep. 23, but the downside bias for US equities is building. At today’s close, Vangu…
James Picerno
US Shares Lose Ground For A Third Week: US stocks fell this week at the close of trading on Sep. 18. Vanguard Total US Stock Market (VTI) was off fract…
James Picerno
Lower For Longer: If it wasn’t already clear, the Federal Reserve has no plans to raise interest rates any time soon. Noting that inflation continues t…
James Picerno