Behind the Headlines:
U.S. Inflation: Are Markets Too Optimistic? - August 15, 2025
In their latest report, Lazard Asset Management reviews U.S. inflation data, noting that while headline CPI rose less than expected, core inflation came in higher than forecast... ➜
Posted: August 18, 2025
Commentary from our Partners at Lazard: Major Shifts in U.S.-China Tech Competition
In their latest report, Lazard Geopolitical Advisory examines sweeping shifts in U.S. technology policy toward China and the administration’s strategy for “winning the global AI race.”... ➜
Posted: August 15, 2025
Behind the Headlines: An Early Assessment of Fed Board Changes - August 8, 2025
In their latest report, Lazard Asset Management discusses President Trump’s nomination of Stephen Miran to the Federal Reserve Board, noting that while Miran has been... ➜
Posted: August 11, 2025
Behind the Headlines: Mapping the Impacts of U.S. Tariffs - August 1, 2025
In their latest report, Lazard Asset Management covers the newly outlined U.S.–EU trade accord, which is expected to drive higher U.S. inflation, slower EU growth, and lower corporate... ➜
Posted: August 6, 2025
Entering the second half of the year, Lazard Asset Management’s Chief Market Strategist, Ronald Temple, explores how resilient markets may face new pressures as U.S. policy uncertainty persists heading into 2026... ➜
Posted: August 5, 2025
Behind the Headlines: U.S.-Japan Tariff Announcement Brings Relief - July 25, 2025
In this report, Lazard Asset Management highlights the new U.S.–Japan trade agreement, which includes a better-than-expected 15% tariff, and notes growing speculation that the EU... ➜
Posted: July 29, 2025
Behind the Headlines: Early Signs of Tariff Impact - July 18, 2025
In this report, Lazard Asset Management reviews early signs of U.S. inflation reacceleration driven by new tariffs, while noting that several factors may temper future price pressures... ➜
Posted: July 21, 2025
Behind the Headlines: Ongoing Uncertainty in the United States - July 11, 2025
In this report, Lazard Asset Management reviews mixed global economic signals, including softening U.S. labour data and rising tariffs that cloud the outlook for growth and profits. It also covers... ➜
Posted: July 17, 2025