The Baltic Dry Index Archives - C.J. Lawrence // Investment Management

November 18, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – U.S. Manufacturing Economy Not Yet Ready to Turn

Despite the weakness in the underlying freight economy, analysts who track industrial and materials companies remain optimistic. Earnings per share for the S&P Industrials Sector Index and S&P Materials Sector Index are forecasted to grow 17% and 15% respectively in 2020. ...

February 18, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Global Freight Indices Showing Softness

Given China’s voracious appetite for dry commodities, the BDI is considered a good leading indicator of Chinese economic output. The signal it is currently sending is that Chinese economic growth may be slower than consensus forecasts. The BDI reached a 5-year high in July of 2018 but is now dow...

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. ...

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...

The Baltic Dry Index

C.J. Lawrence Weekly – U.S. Manufacturing Economy Not Yet Ready to Turn

C.J. Lawrence Weekly – Global Freight Indices Showing Softness

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

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

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