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

Behind the Headlines: Early Signs of Tariff Impact

In this report, Lazard Asset Management reviews early signs of U.S. inflation reacceleration driven by new tariffs, while noting that several factors may temper future… More

Behind the Headlines: Ongoing Uncertainty in the United States

In this report, Lazard Asset Management reviews mixed global economic signals, including softening U.S. labour data and rising tariffs that cloud the outlook for growth… More

Commentary from our Partners at Lazard: Implications of the One Big Beautiful Bill Act (OBBBA)

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

Divergence Ahead: Strong Markets, Weak Growth, and Tariff Tensions

Employment Trends and Economic Signals The U.S. June employment report surprised to the upside, with nonfarm payrolls rising by 147,000 and the unemployment rate falling… More

Commentary from our Partners at Lazard: U.S. Tariff Update: End of Reciprocal Tariff Pause

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