Unemployment Archives - C.J. Lawrence // Investment Management

May 6, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Labor Productivity Leadership Should Be Embraced

Last week’s U.S. Labor Department report stated that U.S non-farm labor productivity rose at a 3.6% annualized rate in the first quarter of 2019. That was welcome news for stock market bulls who had been viewing the lack of worker productivity as an obstacle to growth, or as a path to higher unit...

February 4, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Many Will Survive but Only Few Will Thrive in a Healthy U.S. Consumer Economy

In 2003 the Federal Reserve began releasing its Financial Obligations Ratio (FOR) which captures the share of household after-tax income that is obligated to debt repayment (including mortgages, home equity lines of credit, auto loan payments, and credit card interest), including interest and princi...

October 9, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Don’t Fear the Rate Cycle

But an examination of past rate cycles suggests periods of steadily rising rates do not end bull markets. In fact, periods of economic growth and tightening interest rate conditions are often accompanied by strong equity performance. Excluding the high-inflation period of the late 1970’s-early 1...

July 30, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly Market Comment – Supply-Demand Imbalance Bodes Well for Rebound in Housing Related Stocks

The growth in the pace of housing completions, now at a 1.26 million seasonally adjusted annualized rate (SAAR), suggests that the U.S. housing market remains under-supplied and is only inching its way back to balance. At the same time, millennials are entering the housing market at a rapid pace, h...

Unemployment

C.J. Lawrence Weekly – Labor Productivity Leadership Should Be Embraced

C.J. Lawrence Weekly – Many Will Survive but Only Few Will Thrive in a Healthy U.S. Consumer Economy

C.J. Lawrence Weekly – Don’t Fear the Rate Cycle

C.J. Lawrence Weekly Market Comment – Supply-Demand Imbalance Bodes Well for Rebound in Housing Related Stocks

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