Fed Policy Archives - C.J. Lawrence // Investment Management

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...

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...

February 5, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – The Tug‐of‐War Between Lower Valuations and Faster Earnings Growth Still Skews Towards Growth

The race between earnings growth rates and the rate of decline in the market’s P/E multiple is on. Along the way, the 10-30 year treasury bond spread may provide insights into the appropriate market multiple to apply. The challenge for equity investors will be to find stocks with earnings growth r...

Fed Policy

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

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

C.J. Lawrence Weekly – The Tug‐of‐War Between Lower Valuations and Faster Earnings Growth Still Skews Towards Growth

Login Area

Register New Account