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Market Insights
Commentary from our Partners at Lazard: Israel-Iran Conflict Escalation: Geopolitical & Market Risks
Comprised of some of the world’s most experienced geopolitical minds and business experts, Lazard Geopolitical Advisory provides strategic insights and bespoke analyses to help clients… More
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Market Insights
Trade Shifts, Fiscal Turns, and Market Implications
Trade Deal and Inflation Implications U.S. Treasury Secretary Scott Bessent has assumed a more visible role in articulating the Administration’s trade policy. The first major… More
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Market Insights
Commentary from our Partners at Lazard: Updated Perspectives on U.S. Trade Policy & Negotiations
Comprised of some of the world’s most experienced geopolitical minds and business experts, Lazard Geopolitical Advisory provides strategic insights and bespoke analyses to help clients… More
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Market Insights
The Trump Put: Volatility, Tariffs, and Central Bank Caution
Market Volatility and Forced Liquidations Recent market volatility has intensified, characterized by sharp, simultaneous declines in equities, bonds, and commodities. This broad-based selling suggests forced… More
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Market Insights
Commentary from our Partners at Lazard: Implications of the April 2nd U.S. Tariffs on Global Trade and Growth
On April 2, President Donald Trump announced hikes that bring U.S. tariffs to their highest levels in over a century and exceeding rates reached under… More
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Market Insights
The Fast-Changing Landscape
U.S. and Global Growth Downgrades The Atlanta Fed’s First Quarter (Q1) GDPNow (a nowcast of GDP = gross domestic product) fell from 3.9% in late… More
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Market Insights
U.S. Tariff Policy – A Critical Month Ahead – Lazard Asset Management
In this report, Lazard Asset Management breaks down U.S. Tariff Policy – highlighting key sectors and unpacking what it all means for markets and businesses…. More
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Market Insights
Shifting Sentiment and Rising Uncertainty
U.S. Economic Outlook Weakens The Atlanta Fed’s GDPNow estimate for the first quarter of 2025 (Q1) has dropped from 3.9% to 2.3% as of February… More
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Market Insights
Market Shifts and Policy Realignments
Strong U.S. Economy In Q3 2024, U.S. Gross Domestic Product (GDP) grew at an annualized rate of 3.1%, driven by robust consumer spending, particularly in… More
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Market Insights
Shifting Policies and Rising Risks
Bank of Canada Rate Cut On December 11, 2024, the Bank of Canada cut its policy rate by 50 basis points (bps) to 3.25%, following… More
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Market Insights
Market Shifts and Policy Realignments
Bank of Canada Rate Cut On October 23, 2024, the Bank of Canada reduced its policy interest rate by 50 basis points (bps), from 4.25%… More
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Market Insights
Behind the Headlines, November 2024 – Lazard Asset Management
In this report, Lazard Asset Management unpacks the top macro headlines around the world and what it could mean for investors. This edition covers the… More