Automation Archives - C.J. Lawrence // Investment Management

October 28, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – The Slide in Business Spending Growth May Be Bottoming

Microsoft’s strong quarterly earnings report and related commentary regarding IT spending were well received by the equity markets last week. The company posted quarterly financial results that exceeded analyst expectations. But perhaps what captivated the broader market’s attention ...

May 21, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Regardless of Outcome, the U.S.-China Trade Dispute May Accelerate the U.S. Manufacturing Renaissance

Editor’s Note: A month ago we wrote about growing unease among U.S. businesses operating in China. We are recirculating that note this afternoon as trade tensions between the U.S. and China reach a new level. The imposition of tariffs on Chinese imports by the U.S., retaliatory tariffs on ...

May 6, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Labor Productivity Leadership Should Be Embraced

Last week’s U.S. Labor Department report stated that U.S non-farm labor productivity rose at a 3.6% annualized rate in the first quarter of 2019. That was welcome news for stock market bulls who had been viewing the lack of worker productivity as an obstacle to growth, or as a path to higher uni...

April 15, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Regardless of Outcome, the U.S.-China Trade Dispute May Accelerate the U.S. Manufacturing Renaissance

Most reports suggest that trade talks between the U.S. and China are progressing at a measured pace and that an agreement is near completion. The expectation that a deal will be reached looks to be priced into the stock market, so a positive outcome would likely be met with sighs of relief instead...

September 24, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Peak Margins? Not Yet.

The U.S. Benchmark 10-Year Treasury Bond Yield closed at 3.07% on Friday, up 8 basis points for the week, continuing its recent uptrend. In fact, the 10-year yield is up 22 basis points in the last month. Despite strong demand for treasuries, which tends to suppress yields, the 10-year treasury yiel...

Automation

C.J. Lawrence Weekly – The Slide in Business Spending Growth May Be Bottoming

C.J. Lawrence Weekly – Regardless of Outcome, the U.S.-China Trade Dispute May Accelerate the U.S. Manufacturing Renaissance

C.J. Lawrence Weekly – Labor Productivity Leadership Should Be Embraced

C.J. Lawrence Weekly – Regardless of Outcome, the U.S.-China Trade Dispute May Accelerate the U.S. Manufacturing Renaissance

C.J. Lawrence Weekly – Peak Margins? Not Yet.

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