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

Commentary from our Partners at Lazard: U.S. Strikes Iran

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, June 2025 – Lazard Asset Management

In this report, Lazard Asset Management reviews a week of steady central bank decisions from the Fed, BoE, and BoJ amid ongoing geopolitical uncertainty. It… More

Commentary from our Partners at Lazard: Israel-Iran Conflict Escalation: Geopolitical & Market Risks

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

Trade Shifts, Fiscal Turns, and Market Implications

Trade Deal and Inflation Implications U.S. Treasury Secretary Scott Bessent has assumed a more visible role in articulating the Administration’s trade policy. The first major… More

Commentary from our Partners at Lazard: Updated Perspectives on U.S. Trade Policy & Negotiations

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

The Trump Put: Volatility, Tariffs, and Central Bank Caution

Market Volatility and Forced Liquidations Recent market volatility has intensified, characterized by sharp, simultaneous declines in equities, bonds, and commodities. This broad-based selling suggests forced… More

Commentary from our Partners at Lazard: Implications of the April 2nd U.S. Tariffs on Global Trade and Growth

On April 2, President Donald Trump announced hikes that bring U.S. tariffs to their highest levels in over a century and exceeding rates reached under… More