International Trade Archives - C.J. Lawrence // Investment Management

December 3, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Earnings on Watch

Despite growing consensus expectations of both slowing international trade and global growth, company analysts have not dramatically ratcheted back their 2019 sales and earnings growth forecasts and are therefore unlikely to raise them if a deal is consummated. ...

November 26, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Checking the Pulse of the Freight Economy

The shift in economic and market sentiment during the past few weeks has been palpable. The once synchronized global growth chorus has subsided and has been replaced with a negative refrain of global growth deceleration. ...

October 22, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Is U.S. Economic Growth Reaching a Peak? The Bond Vigilantes May Tell Us.

In the early 1980’s our former Deutsche Bank colleague, Dr. Ed Yardeni, coined the phrase “Bond Vigilantes” to describe bond market reactions to loose fiscal policy. When the federal government threatened to ramp debt-fueled spending, the Bond Vigilantes would ride in, sell treasuries, and p...

September 4, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly Market Comment – Freight Economy Remains Strong Despite Tariff Uncertainty

Despite the uncertainty and trade posturing, the S&P Road and Rail sub-index, which contains four railroads and a long-haul trucker, is up almost 22% in the last six months. Financial performance for the group has been steady with earnings per share growth for the index forecasted to climb 40% this...

International Trade

C.J. Lawrence Weekly – Earnings on Watch

C.J. Lawrence Weekly – Checking the Pulse of the Freight Economy

C.J. Lawrence Weekly – Is U.S. Economic Growth Reaching a Peak? The Bond Vigilantes May Tell Us.

C.J. Lawrence Weekly Market Comment – Freight Economy Remains Strong Despite Tariff Uncertainty

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