Fed Funds Rate Archives - C.J. Lawrence // Investment Management

June 17, 2022
Blog , The Trusted Navigator - Bernhard Koepp

Central Banks Find Inflation Fighting Mojo – C.J. Lawrence Market Commentary – June 17, 2022

This post was originally written on June 17, 2022, 12:39 PM EST. There may be a silver lining to this week’s market selloff, Central Banks have found their inflation-fighting mojo again! The week started with a carefully placed leak from our Federal Reserve that a 50-basis-point increase (50 bps...

November 19, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Does “Jay” Do the Thanksgiving Shopping?

This week, millions of consumers will finish their shopping for the time-honored American tradition, the Thanksgiving Dinner. If Jerome “Jay” Powell, the Chairman of the Federal Open Market Committee, handles those duties for his family, he’ll find some interesting data to consider, adding to ...

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...

June 18, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Moderate Inflation Supports Healthy S&P 500 Revenue Growth

The May Consumer Price Index (CPI) reading, released last week, came in close to 2.8% with the core reading at 2.2%. The Producer Price Index (PPI) reading echoed the improvement with a 3.1% annualized advance. The healthier pricing environment was confirmed in the Empire Manufacturing Index rea...

December 18, 2017
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Time to Rotate to Value Stocks?…Not So Fast

The likely passage of the U.S. tax reform bill, a bump up in the U.S. Fed Funds target rate, and better than expected economic data have all contributed to a reevaluation of equity investor sector and style weightings. As discussed in last week’s note, we got a glimpse of rapid sector rotation two...

Fed Funds Rate

Central Banks Find Inflation Fighting Mojo – C.J. Lawrence Market Commentary – June 17, 2022

C.J. Lawrence Weekly – Does “Jay” Do the Thanksgiving Shopping?

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

C.J. Lawrence Weekly – Moderate Inflation Supports Healthy S&P 500 Revenue Growth

C.J. Lawrence Weekly – Time to Rotate to Value Stocks?…Not So Fast

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