C.J. Lawrence Weekly – Regardless of Outcome, the U.S.-China Trade Dispute May Accelerate the U.S. Manufacturing Renaissance

Most reports suggest that trade talks between the U.S. and China are progressing at a measured pace and that an agreement is near completion.  The expectation that a deal will be reached looks to be priced into the stock market, so a positive outcome would likely be met with sighs of relief instead...
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C.J. Lawrence Weekly – The Battle Between Rising Interest Rates and Corporate Earnings Growth is On…CJL Market Monitor at Neutral

On December 19, 2018 The Federal Reserve raised the target range for its benchmark funds rate to 2.25 percent to 2.5 percent. During this holiday week, we are proud to repost this popular C.J. Lawrence Weekly, originally published on November 22, 2018 for additional perspective. Have a wonderful hol...
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C.J. Lawrence Weekly – Economic Fears Feed Market Volatility but Slow Stable Growth and Tame Inflation Could Be Bullish for Stocks in 2019

Stock prices tend to perform well in periods of economic and political stability.  The current environment is providing neither.  After pushing through the 3.0% level earlier this year, U.S. GDP looked to be on a trajectory to eclipse 4.0% on a sustained basis in 2019.  But the negative impact of...
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C.J. Lawrence Weekly – The Battle Between Rising Interest Rates and Corporate Earnings Growth is On…CJL Market Monitor at Neutral

The C.J. Lawrence Market Monitor was created in the early 1980s to measure the relative attractiveness of the stock market versus bonds, and to test the internal technical health of the stock market. Over the Monitor’s 38-year history, it has been a useful asset allocation tool. While not develope...
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