Macy's Archives - C.J. Lawrence // Investment Management

December 2, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – The U.S. Consumer Remains Healthy, While the Gap Between Sector Winners and Losers is Widening

Most preliminary reports suggest that Black Friday sales were robust, and that Cyber Monday retail activity is expected to reach a new high. The reports dovetail recent U.S. consumer spending reports which continue to paint a picture of a healthy U.S. consumer. Last Wednesday’s Commerce Depart...

C. J. Lawrence Weekly – Healthy U.S. Consumer is Bullish for Consumer Discretionary Sector Leaders

After a difficult second half of 2017, the S&P Consumer Discretionary sector index has staged an impressive comeback. In the past six months the sector price index is up 12.1%, 6.9% ahead of the broader S&P 500 Index. Over the past several years, the bull-bear battles within the sector h...

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C.J. Lawrence Weekly – The U.S. Consumer Remains Healthy, While the Gap Between Sector Winners and Losers is Widening

C. J. Lawrence Weekly – Healthy U.S. Consumer is Bullish for Consumer Discretionary Sector Leaders

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