Behind the Headlines:
Unprecedented - September 26, 2025
In their latest report, Lazard Asset Management highlights the unusual divergence between stronger-than-expected U.S. GDP growth and weakening job gains, alongside renewed weakness in global PMIs after recent... ➜
Posted: September 29, 2025
Behind the Headlines:
More Questions than Answers - September 19, 2025
In their latest report, Lazard Asset Management highlights continued uncertainty in the U.S. following the Fed’s 25-basis point rate cut, with market expectations for additional cuts likely too optimistic... ➜
Posted: September 19, 2025
Behind the Headlines:
U.S. Inflation Paves the Way for a Rate Cut - September 12, 2025
In their latest report, Lazard Asset Management notes that softer U.S. inflation data paves the way for a 25-basis-point Fed cut next week, though only three to four cuts... ➜
Posted: September 15, 2025
Commentary from our Partners at Lazard: Update on Trade Dynamics and Emerging Economic Impact
In their latest report, Lazard Geopolitical Advisory analyzes the United States’ newly established tariff framework, built through bilateral deals and reciprocal... ➜
Posted: September 9, 2025
Behind the Headlines:
Are Markets Misinterpreting Slower U.S. Job Growth? - September 5, 2025
In their latest report, Lazard Asset Management highlights further softening in the U.S. labor market, cautioning that markets may be misinterpreting... ➜
Posted: September 9, 2025
Commentary on Bloomberg New Energy Finance’s recent “2025 New Energy Outlook: Grids”
Commentary by Dan McGoey, lead portfolio manager of the Caldwell-Lazard CorePlus Infrastructure. BNEF expects global grid investment to require US$15.8 trillion in investment between... ➜
Posted: September 8, 2025
Commentary from our Partners at Lazard: Trump Administration’s IEEPA Tariffs Struck Down
In their latest report, Lazard Geopolitical Advisory analyzes the recent U.S. Court of Appeals ruling that President Trump’s use of IEEPA to impose broad tariffs was unlawful, creating uncertainty... ➜
Posted: September 2, 2025
Behind the Headlines:
The “Balance of Risks” Appears To Be Shifting - August 22, 2025
In their latest report, Lazard Asset Management highlights Fed Chair Jerome Powell’s remarks at Jackson Hole, where he signaled that shifting risks could warrant policy easing without committing to a... ➜
Posted: August 25, 2025