Technology and Industrials Sector Archives - C.J. Lawrence // Investment Management

August 19, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – The U.S. Consumer Remains Global Growth Engine

The equity markets breathed a sigh of relief on Friday. Most of the economic data releases were positive, treasury bond yields rose, and stocks rallied. The S&P 500 lost ground for the week but improved 1.44% on Friday alone, with economically sensitive sectors like Industrials, Technology a...

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

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

The May Consumer Price Index (CPI) reading, released last week, came in close to 2.8% with the core reading at 2.2%. The Producer Price Index (PPI) reading echoed the improvement with a 3.1% annualized advance. The healthier pricing environment was confirmed in the Empire Manufacturing Index rea...

May 14, 2018
Blog , The Portfolio Strategist - Terry Gardner

C. J. Lawrence Weekly – Profit Margin Expansion Suggests Current Business Cycle Has Legs

In the late stages of a business cycle it is typical to see profit margins contract in the face of rising input costs and strained revenue growth. But over the past decade, U.S. business efficiency improvements have helped companies avoid the deep margin troughs of past cycles, and sustain histori...

Technology and Industrials Sector

C.J. Lawrence Weekly – The U.S. Consumer Remains Global Growth Engine

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

C. J. Lawrence Weekly – Profit Margin Expansion Suggests Current Business Cycle Has Legs

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