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
Behind the Headlines:
U.S. Inflation: Are Markets Too Optimistic? - August 15, 2025
In their latest report, Lazard Asset Management reviews U.S. inflation data, noting that while headline CPI rose less than expected, core inflation came in higher than forecast... ➜
Posted: August 18, 2025
Commentary from our Partners at Lazard: Major Shifts in U.S.-China Tech Competition
In their latest report, Lazard Geopolitical Advisory examines sweeping shifts in U.S. technology policy toward China and the administration’s strategy for “winning the global AI race.”... ➜
Posted: August 15, 2025
Behind the Headlines: An Early Assessment of Fed Board Changes - August 8, 2025
In their latest report, Lazard Asset Management discusses President Trump’s nomination of Stephen Miran to the Federal Reserve Board, noting that while Miran has been... ➜
Posted: August 11, 2025
Behind the Headlines: Mapping the Impacts of U.S. Tariffs - August 1, 2025
In their latest report, Lazard Asset Management covers the newly outlined U.S.–EU trade accord, which is expected to drive higher U.S. inflation, slower EU growth, and lower corporate... ➜
Posted: August 6, 2025
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