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

Markets on Wednesday rejoiced with a nice broad-based rally once the Fed confirmed the 75bps raise to the Fed Funds rate at its regular meeting. Fed Funds now stand at 1.50-1.75%. Even the Swiss National Banksurprised, raising rates by 50bp, a first in 15 years, lifting negative rates from -0.75% to...

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

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

The U.S. 10-year treasury bond yield looks to also be questioning the outlook for growth and inflation. Despite strong employment reports and record treasury issuance, the 10-year yield has drifted back below 3.1%. Odds are high that the Fed will raise the Fed Funds target rate at its December mee...

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

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

The combination of improved corporate operating efficiencies, new process technology, automation, and lower corporate tax rates look to be contributing to a new era in profit margin expansion. The S&P 500 Index trailing 12-month net income margin reached 11.3% in 2Q18 and is expected to rise to 11....

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

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

Consecutive multi-year revenue growth, above 4.0% annually, has historically been a strong underpinning for stock prices. Over the past 25 years, there have been three periods when the S&P 500 produced 4.0%+ revenue growth for three or more consecutive years. During those periods the average annua...

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

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

Over the last 15 years, growth stocks have traded at a 1.21 relative P/E to value, having peaked at 1.44 and troughed at .91. That ratio now stands at 1.28 and has been declining since 2013. The same holds true for price/book value, return on equity, and price/earnings growth (PEG) relative comparis...

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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