U.S. Tariffs Archives - C.J. Lawrence // Investment Management

October 1, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Will China’s Pain be India’s Gain?

By many accounts, the pace of growth of the Chinese economy has been slowing over the past two quarters and the Chinese government is considering new sources of stimulus to help the country sustain its 6.5% target rate of GDP growth. The imposition of import tariffs on many Chinese goods destined fo...

September 10, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Stock Valuations and Earnings Growth Play Tug-of-War in Earnings-Driven Markets

Better-than-expected economic data released last week did little to buoy stock prices. The 49-year low in unemployment claims, impressive increase in the ISM non-manufacturing Index, jump in non-defense capital goods orders, and 2.9% year/year growth in wages all failed to propel the market higher...

September 4, 2018
Blog , The Portfolio Strategist - Terry Gardner

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

International trade watchers marked Sept 6 on their calendars as the conclusion of the public comment period for the U.S. administration’s proposed $200 billion in new tariffs on Chinese imports. The new tariffs could be imposed any time thereafter and come on the heels of $50 billion in new tarif...

August 13, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly Market Comment – S&P 500 Companies Beat High 2Q18 Expectations

Second quarter financial reporting season is approaching its close, with over 90% of S&P 500 constituents having announced quarterly results. If the remaining companies deliver results in line with expectations, earnings per share for the index will be up around 25% from last year’s level. T...

July 23, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly Market Comment – Favorable Risk-Reward Emerging in Leading Chinese Consumer Stocks

Trade and tariff concerns caused U.S. equity markets to stumble in early June and have dominated the business news flow since. But as investors turned their attention to 2Q18 earnings results, some fear subsided, and U.S. stock prices recovered. The S&P 500 Index price is up 3.1% since July 1. B...

U.S. Tariffs

C.J. Lawrence Weekly – Will China’s Pain be India’s Gain?

C.J. Lawrence Weekly – Stock Valuations and Earnings Growth Play Tug-of-War in Earnings-Driven Markets

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

C.J. Lawrence Weekly Market Comment – S&P 500 Companies Beat High 2Q18 Expectations

C.J. Lawrence Weekly Market Comment – Favorable Risk-Reward Emerging in Leading Chinese Consumer Stocks

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