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Behind the Headlines: U.S. Inflation Paves the Way for a Rate Cut

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 are expected by 2026 versus six implied by markets. The analysis also highlights weaker Chinese trade data, with tariff effects set to intensify, and anticipates one further ECB cut as inflation undershoots target and tariffs weigh on growth.

Lazard Asset Management serves as the Portfolio Manager of the Caldwell-Lazard CorePlus Infrastructure Fund.

 

 

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The information contained herein is intended to provide you with general information related to investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to the circumstances of a specific investor. Commentary and portfolio characteristics are the opinion of the Portfolio Manager based on market conditions as of September 2025. References or inferences to returns do not take into account any management fees, transaction costs, commissions, custodial fees, taxes or other costs that apply when purchasing securities. We strongly recommend consulting with a professional advisor prior to making investment decisions.

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