Spreads Archives - C.J. Lawrence // Investment Management

October 7, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Tight Bond Spreads Suggest Recession is not Imminent

The direction of absolute U.S. Treasury bond yields will offer important insights into the strength of the U.S. economy, the direction of inflation, and investor risk appetite. But yield spreads are another useful tool in gauging the health of U.S. rated companies and their risks related to the di...

November 12, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – The Battle Between Rising Interest Rates and Corporate Earnings Growth is On…CJL Market Monitor at Neutral

Over the past several months the Monitor’s bullishness has moderated as interest rates climbed towards more “normal” levels. The Market Monitor’s current reading is NEUTRAL, with a reading of 0, on a scale of -6 to +6. ...

November 12, 2018
News & Media

C.J. Lawrence’s Terry Gardner Quoted in Yahoo Finance – November 12, 2018

“Spreads [S&P 500 earnings yield vs. current levels of interest rates] still favor stocks but the market is looking for more direction on the future of corporate profit growth before making its next move. This is a time to be increasingly selective and focus on companies that are growing market ...

Spreads

C.J. Lawrence Weekly – Tight Bond Spreads Suggest Recession is not Imminent

C.J. Lawrence Weekly – The Battle Between Rising Interest Rates and Corporate Earnings Growth is On…CJL Market Monitor at Neutral

C.J. Lawrence’s Terry Gardner Quoted in Yahoo Finance – November 12, 2018

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