International Monetary Fund Archives - C.J. Lawrence // Investment Management

April 15, 2019
Blog , The Portfolio Strategist - Terry Gardner

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

But the U.S., which has been undergoing its own industrial and manufacturing renaissance, catalyzed by the evolution of low-cost energy production and availability, is poised to gain its fair share of global industrial growth and new opportunities created by “reshoring” initiatives. Low cost en...

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

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

according to recent confidence and comfort index readings, the U.S. consumer is feeling strong and may be up to the task of playing the role of Atlas, who according to Greek mythology, carried the weight of the world on his shoulders. ...

October 15, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – February Redux? Maybe Not.

What’s changed in the backdrop is the calculus on global growth. The U.S.– China tariff and trade battle has cast a pall over the global synchronized economic growth scenario, encouraging the IMF to lower its forecast for global economic growth for this year and next, to 3.7% from 3.9%, and to ...

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

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

Since 2014, despite some periodic set-backs, the Modi administration has made good progress in its efforts to cut red tape, modernize the Indian economy, and raise living standards for the country’s massive population. Recent reports suggest that trade representatives from India and the U.S. are ...

International Monetary Fund

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

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

C.J. Lawrence Weekly – February Redux? Maybe Not.

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

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