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
Commentary from our Partners at Lazard: Implications of the One Big Beautiful Bill Act (OBBBA)
In their latest report, Lazard Geopolitical Advisory examines the newly passed One Big Beautiful Bill Act (OBBBA), which extends Trump-era tax cuts, increases funding for border security... ➜
Posted: July 14, 2025
Commentary from our Partners at Lazard: U.S. Tariff Update - End of Reciprocal Tariff Pause
In their latest report, Lazard Geopolitical Advisory analyzes recent shifts in U.S. trade dynamics ahead of the July 9 deadline for implementing reciprocal duties. The update covers the... ➜
Posted: July 4, 2025