Behind the Headlines:
Weak but Stable - February 13, 2026
In their latest report, Lazard Asset Management notes strong U.S. payroll growth and a lower unemployment rate alongside slowing labour supply, persistent deflationary pressures in China amid weak domestic demand and falling home pricess, and Japan’s landslide election victory likely to support... ➜
Posted: February 19, 2026
Behind the Headlines:
U.S. Labour Market Takes a Turn - February 6, 2026
In their latest report, Lazard Asset Management highlights weaker-than-expected U.S. labour data with declining job openings and rising layoffs, China’s PMIs hovering near contraction amid likely escalating trade tensions, and easing Eurozone inflation that could allow the European Central Bank to cut... ➜
Posted: February 10, 2026
Behind the Headlines:
What Kevin Warsh’s Appointment Could Mean for Rates - January 30, 2026
In their latest report, Lazard Asset Management notes that President Trump’s nomination of Kevin Warsh as Fed Chair signals a potential shift toward higher interest rates via a smaller balance sheet, just as U.S. consumer confidence hits a 12-year recessionary low... ➜
Posted: February 3, 2026
Behind the Headlines:
China’s Two-Speed Economy - January 23, 2026
In their latest report, Lazard Asset Management notes that U.S. PCE inflation met expectations as spending outpaced income and the savings rate fell to its lowest level since 2022, China’s data continue to reflect structural imbalances with limited prospects for major reform or stimulus... ➜
Posted: January 28, 2026
Behind the Headlines:
A Closer Look at U.S. Inflation - January 16, 2026
In their latest report, Lazard Asset Management notes that U.S. headline CPI met expectations while core inflation softened slightly, with tariff pressures likely to push inflation higher in the first half of the year, retail sales beat estimates but remain sluggish amid a persistent... ➜
Posted: January 21, 2026
Behind the Headlines:
Mixed Messages - January 9, 2026
In their latest report, Lazard Asset Management notes that mixed U.S. labour data point to restrained hiring and limited layoffs, suggesting unemployment may edge higher in 2026 without a sharp spike, while consumer sentiment has rebounded modestly but is likely... ➜
Posted: January 9, 2026
Commentary from our Partners at Lazard: U.S. Captures Venezuelan President Nicolás Maduro
In their latest report, Lazard Geopolitical Advisory outlines the uncertain political transition in Venezuela following the U.S. capture of President Nicolás Maduro, noting limited near-term impacts on oil markets, heightened regional geopolitical risks, and key signposts around... ➜
Posted: January 6, 2026
Behind the Headlines:
The Devil's In The Details - December 19, 2025
In their latest report, Lazard Asset Management highlights notes that ongoing U.S. labour market weakness and cost pressures from tariffs could weigh on employment into 2026, U.S. inflation surprised to the downside but shelter data raises concerns about... ➜
Posted: December 24, 2025
Commentary from our Partners at Lazard: Latin America 2026 Outlook
In their latest report, Lazard Geopolitical Advisory highlights a shifting Latin American outlook as renewed U.S. focus on the region, rising pressure on Venezuela, evolving USMCA negotiations, and an upcoming electoral cycle point toward greater... ➜
Posted: December 22, 2025
Behind the Headlines:
Fed Faces More Questions than Answers - December 12, 2025
In their latest report, Lazard Asset Management highlights that the Federal Reserve delivered a 25 bps rate cut but signaled a pause in further easing, China’s CPI rose while PPI remained in deflationary territory, and the week ahead is expected to see steady policy from... ➜
Posted: December 18, 2025
Commentary from our Partners at Lazard: Shifting Dynamics in the Middle East
In their latest report, Lazard Geopolitical Advisory highlights that President Trump’s 20-point peace plan has eased near-term tensions in the Middle East and improved the regional outlook, particularly for GCC economies and trade routes, but warns that fragile ceasefires... ➜
Posted: December 18, 2025