Behind the Headlines: Fed Faces More Questions than Answers

In their latest report, Lazard Asset Management highlights that the Federal Reserve delivered a 25 bps rate cut but signaled a pause in further easing, China’s CPI rose while PPI remained in deflationary territory, and the week ahead is expected to see steady policy from the ECB alongside a 25 bps hike from the Bank of Japan and a 25 bps cut from the Bank of England.

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 December 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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