Investment Insights

LC Investment Playbook Weekly Update - 02.02.2024

In this week's update, our Investment Consulting team has shared their insights and analysis on the following:

Charts Of The Week

  • Powell Pushes Back Against March Rate Cut
  • Asia IG Credit Spreads Are Tight
  • Spreads Are Less Demanding In Japan, Australia, Emerging Markets
  • Labor Market Indicators Signal a Hard Landing

LC Views

A summary of our team's views on Rates, Credit, Equities, Currencies, Commodities and Real Estate.

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