Recession Signals and Long Bond Opportunity

The Easing Cycle Continues in Canada The Bank of Canada’s Business Outlook Survey (BOS) and Canadian Survey of Consumer Expectations (CSCE), released on October 20,… More

Behind the Headlines: U.S. Shelter Inflation Hits Four-Year Low

In their latest report, Lazard Asset Management notes that U.S. inflation came in lower than expected in September, driven by easing shelter costs that offset tariff-related… More

Behind the Headlines: Worse Than Feared?

In their latest report, Lazard Asset Management highlights mounting risks from the prolonged U.S. government shutdown, which could weigh on growth and investor confidence in… More

Commentary from our Partners at Lazard: U.S.-China Trade Escalation

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: A Growing List of Data Delays

In their latest report, Lazard Asset Management highlights the market implications of the ongoing U.S. government shutdown, which has delayed key data releases, while noting… More

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