Behind the Headlines: Mapping the Impact of the Shutdown

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… More

Commentary from our Partners at Lazard: U.S. Government Shutdown

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

Behind the Headlines: Unprecedented

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… More

Rate Cuts Resume Amid Tariff Fallout and Labour Market Strains

Canada and U.S. Rate Cutting Cycle Resumes On September 17, 2025, the Bank of Canada (BoC) lowered its policy rate by 25 basis points (bps)… More

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

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… More

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… More

Commentary from our Partners at Lazard: Update on Trade Dynamics and Emerging Economic Impact

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

Behind the Headlines: Are Markets Misinterpreting Slower U.S. Job Growth

In their latest report, Lazard Asset Management highlights further softening in the U.S. labor market, cautioning that markets may be misinterpreting slower job growth as… More

Commentary on Bloomberg New Energy Finance’s recent “2025 New Energy Outlook: Grids”

August 2025 “Grid investment of $15.8 trillion is needed between now and 2050 under BloombergNEF’s base case scenario for the global energy transition, most of… More

Commentary from our Partners at Lazard: Federal Appeals Court Strikes Down Trump Administration’s IEEPA Tariffs

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

Tariff Tensions and Labour Market Strains: Pressures Mount on Policy Makers

Tariff Pass-Through Intensifies Globally The Trump Administration has implemented one of the most aggressive tariff regimes in over a century, with broad economic and diplomatic… More

Behind the Headlines: The “Balance of Risks” Appears To Be Shifting

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… More