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Bloomberg

Lazard's Van Nostrand Says Markets Are Entering a Supply-Side Era

Thursday, September 17, 2026


Eric Van Nostrand, chief investment officer at Lazard Asset Management, stated that recent volatility in geopolitics, oil prices, and interest rates supports the firm's view that markets are entering a supply-side era, where supply shocks are driving outcomes more than consumer demand.

Original reporting: https://www.bloomberg.com/news/videos/2026-09-17/lazard-s-van-nostrand-markets-entering-supply-side-era-video

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