James Picerno
Editor at capitalspectator.com
Editor, US Business Cycle Risk Report, https://t.co/qclMswULhy, author (Quantitative Investment Portfolio Analytics In R), dir of analytics:The Milwaukee Co
Articles
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2 weeks ago |
capitalspectator.com | James Picerno
The Capital Spectator is decamping to Edinburgh and Lisbon for the next week. The usual schedule resumes on Tuesday, June 3. Meantime, please leave a light in the window for your wandering editor.
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2 weeks ago |
etfps.substack.com | James Picerno
Please note that your editor will be traveling for the week ahead and so the next update of The ETF Portfolio Strategist will be June 8. Markets are again waiting for the next pivot from President Trump. A risk-on trend was in progress last week — until it wasn’t, after the disrupter in chief wrote on Friday wrote on social media that he was considering a new round of 50% tariffs on Europe because of stalled trade talks and other issues.
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2 weeks ago |
capitalspectator.com | James Picerno
● Empire of AI: Dreams and Nightmares in Sam Altman’s OpenAIKaren HaoInterview with author via the Global and MailIn her new book, Empire of AI: The Dreams and Nightmares of Sam Altman’s OpenAI, Hao follows the rise of OpenAI. She tracks how the company transformed from a non-profit that positioned itself as an idealistic underdog into the world’s largest AI company worth US$300-billion.
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2 weeks ago |
seekingalpha.com | James Picerno
May 23, 2025 11:20 AM ET, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , SummaryThe mega spending bill that the House passed now awaits debate in the Senate. A key issue for markets is how, or if, the legislation will be amended with respect to projections that, if passed, the bill will deepen an already hefty federal deficit in the years ahead and thereby stoke inflation concerns as the government’s borrowing needs increase.
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2 weeks ago |
investing.com | James Picerno
The mega-spending bill that the House passed now awaits debate in the Senate. A key issue for markets is how, or if, the legislation will be amended with respect to projections that, if passed, the bill will deepen an already hefty federal deficit in the years ahead and thereby stoke inflation concerns as the government’s borrowing needs increase. “I’m hoping now we’ll actually start looking at reality,” said Sen. Ron Johnson (R-Wis.).
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If the House passes the deficit-raising spending bill currently circulating, will the US 10yr yield react by rising? Stay tuned... https://t.co/3vGj76hcFB
Markets Still Expect Fed To Keep Rates Steady For Near Term: https://t.co/5BfBji2j6l https://t.co/DspUPGNyTp
Macro Briefing: 21 May 2025: https://t.co/sScoAlBGTO https://t.co/3XBXZN4Dzo