Behind the Headlines:
U.S. Shelter Inflation Hits Four-Year Low - October 24, 2025
In their latest report, Lazard Asset Management notes that U.S. inflation came in lower than expected in September, driven by easing shelter costs that offset tariff-related price pressures. China’s third-quarter... ➜
Posted: October 27, 2025
Behind the Headlines:
Worse Than Feared? - October 17, 2025
In their latest report, Lazard Asset Management highlights mounting risks from the prolonged U.S. government shutdown, which could weigh on growth and investor confidence in U.S. institutions and the dollar. Meanwhile, China’s... ➜
Posted: October 17, 2025
Commentary from our Partners at Lazard: U.S.-China Trade Escalation
In their latest report, Lazard Geopolitical Advisory (LGA) examines the sharp escalation in U.S.–China trade tensions following Beijing’s new export restrictions and Washington’s threat of 100% tariffs on Chinese goods. While the... ➜
Posted: October 15, 2025
Behind the Headlines:
A Growing List of Data Delays - October 10, 2025
In their latest report, Lazard Asset Management highlights the market implications of the ongoing U.S. government shutdown, which has delayed key data releases, while noting that the The European Central Bank is signaling further rate... ➜
Posted: October 15, 2025
Behind the Headlines:
Mapping the Impact of the Shutdown - October 3, 2025
In their latest report, Lazard Asset Management highlights that a brief U.S. government shutdown would have limited impact, though lasting cuts to agency headcount could weigh on growth. China’s PMI data is expected to stay weak... ➜
Posted: October 6, 2025
Commentary from our Partners at Lazard: U.S. Government Shutdown
In their latest report, Lazard Geopolitical Advisory analyzes the October 1 U.S. government shutdown, rooted in partisan deadlock over healthcare spending. With a prolonged lapse possible, LGA highlights likely... ➜
Posted: October 2, 2025
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