Risk-On Market Signals Persist Ahead Of U.S. Economic Reports
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James Picerno6.87K FollowersFollow5ShareSavePlay(3min)CommentsSummaryThe resumption of US economic reports continues this week with two key updates for November: payrolls report and consumer inflation.Risk-on signaling also rolls on for the US equity market, based on the ratio for a conventional measure of the US stock market (SPY) vs. a low-volatility (USMV) counterpart, which proxies as a relatively conservative strategy for holding US shares.The long-suffering run for small-cap stocks (IJR) vs. large caps (SPY) has been showing hints of reversing lately, but not enough to break the trend in favor of big-cap shares, at least not yet. ToucanStudios/E+ via Getty Images The resumption of US economic reports continues this week with two key updates for November: payrolls report and consumer inflation. Analysts will be closely watching how markets react. As of Monday’s close (Dec. 15), several big-picture indicators forThis article was written byJames Picerno6.87K FollowersFollowJames Picerno is the director of analytics at The Milwaukee Co., a wealth manager that is the adviser to The Brinsmere Funds, a pair of global asset allocation ETFs. He also edits CapitalSpectator.com and The US Business Cycle Research Report (CapitalSpectator.com/premium-research). He is the author of three books, including "Quantitative Investment Portfolio Analytics In R: An Introduction To R For Modeling Portfolio Risk and Return." Previously he was a financial journalist at Bloomberg and before that at Dow Jones.