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Category: Analysis

Economic and financial outlook – 2nd semester 2018

Economic and financial outlook – 2nd semester 2018

The economic backdrop remains conducive to corporate earnings growth and monetary policy normalisation. However, three risk factors tarnish the positive …

Posted on 5 October 201822 July 2019Author Lazard Freres GestionCategories Analysis
Italy: caution is the watchword

Italy: caution is the watchword

The announcement that Italy has formed a government initially sent a wave of relief over markets, most probably because this …

Posted on 8 June 201819 April 2019Author Lazard Freres GestionCategories Analysis
Economic and Financial Outlook – 2nd semester, 2016

Economic and Financial Outlook – 2nd semester, 2016

Report completed on September 19th, 2016

Better growth despite a complex environment

Uncertainty stemming from the UK’s vote to leave …

Posted on 20 September 201619 April 2019Author Lazard Freres GestionCategories Analysis
Keep Calm and Carry On (at least outside the United Kingdom)

Keep Calm and Carry On (at least outside the United Kingdom)

Four weeks after the British vote to leave the European Union, financial markets appear to have followed the British Government’s …

Posted on 28 July 201610 February 2023Author Lazard Freres GestionCategories Analysis
Economic Outlook – April 2016

Economic Outlook – April 2016

Image19

Image20

Business confidence is proving resilient despite the recent turmoil in financial markets. The PMI composite index for the Eurozone as …

Posted on 22 April 20168 February 2023Author Lazard Freres GestionCategories Analysis
Is the Fed slipping into bad habits?

Is the Fed slipping into bad habits?

In the absence of rate rises at the FOMC’s meeting on March 16th, its members and Chair, Janet Yellen, managed …

Posted on 1 April 20161 April 2016Author Lazard Freres GestionCategories Analysis, Graphique de la semaine

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