Investment Insights

LC Investment Playbook Monthly Update June 2023

Spot Light

  • Equities & Bonds Yield Less Than Treasuries

Market Updates

  • The Fabulous 7
  • Valuations are Overall Expensive
  • Equities Volatility Falls To Pre-Pandemic Levels
  • Stress At The Edges
  • Investors Are Giving Up On Fed Rate-Cut Bets
  • Lead Indicators Suggest 3% Inflation By Year-End
  • Global GDP To Remain Soft In 2024

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