U.S. Commerce Department 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...

April 29, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – U.S. Capital Spending Growth Looks Poised to Reaccelerate

When the Tax Cut and Jobs Act passed in December 2017 the consensus expectation was that lower corporate income tax rates, lower tax rates on repatriated overseas capital, and increased incentives for near-term capital investment would spur a durable capital spending cycle in the U.S. Indeed, capi...

March 11, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – The U.S. Consumer is the Global Economy’s “Atlas”

Downwardly revised economic growth expectations for China and the Eurozone, and increasing risks to Japan’s economy, may be putting the prospects for continued global economic expansion squarely on the shoulders of the U.S. consumer. A recent report from Deutsche Bank estimated the U.S. consumer...

U.S. Commerce Department

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

C.J. Lawrence Weekly – U.S. Capital Spending Growth Looks Poised to Reaccelerate

C.J. Lawrence Weekly – The U.S. Consumer is the Global Economy’s “Atlas”

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