Keep Calm & Carry On: US Inflation Disappoints, Truss Blinks & US Equities Bounce – C.J. Lawrence Market Commentary October 13, 2022

Going into the September inflation report today, the market was already worried about more fallout from the UK after the Bank of England on Tuesday drew a line in the sand that it will only intervene to support UK government bonds until Friday.  This sent a clear signal to the UK government and pen...
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Two steps forward, two steps back. High inflation remains front and center. – C.J. Lawrence – Market Commentary – 10/7/2022

Markets finished the week up 1.8%.  Recent economic data continues to be good for workers and bad for markets. We are still adding jobs at a healthy 250,000+ monthly rate.  The unemployment rate remains at a very low 3.5%.  This is consistent with tight labor markets and continued inflationary pr...
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Back to Work for Labor Day! Introducing INFLATION PROOF Investing 1.0 – C.J. Lawrence Market Commentary – September 2, 2022

We had another strong employment report today. August added another 315,000 jobs, ahead of expectations. Labor force participation also rose to 62%, indicating that workers are returning to work. As a result of the higher labor force participation, the unemployment rate rose to a very low 3.7%. This...
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