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

Behind the Headlines: U.S. Inflation: Are Markets Too Optimistic?

In their latest report, Lazard Asset Management reviews U.S. inflation data, noting that while headline CPI rose less than expected, core inflation came in higher… More

Commentary from our Partners at Lazard: Major Shifts in U.S.-China Tech Competition

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: An Early Assessment of Fed Board Changes

In their latest report, Lazard Asset Management discusses President Trump’s nomination of Stephen Miran to the Federal Reserve Board, noting that while Miran has been… More

Behind the Headlines: Mapping the Impacts of U.S. Tariffs

In their latest report, Lazard Asset Management covers the newly outlined U.S.–EU trade accord, which is expected to drive higher U.S. inflation, slower EU growth,… More

Lazard Mid-Year Outlook 2025

Entering the second half of the year, Lazard Asset Management’s Chief Market Strategist, Ronald Temple, explores how resilient markets may face new pressures as U.S…. More

Trade War Ripples: Diverging U.S. and Canadian Outlooks

Canadian Business and Consumer Sentiment Weakening The Bank of Canada’s Q2 Business Outlook Survey (BOS) highlights persistent caution among firms. While outlooks are slightly improved… More

Behind the Headlines: U.S.-Japan Tariff Announcement Brings Relief

In this report, Lazard Asset Management highlights the new U.S.–Japan trade agreement, which includes a better-than-expected 15% tariff, and notes growing speculation that the EU… More