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
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