LC Investment Playbook Weekly Update - 02.08.2024

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

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Charts of the week

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• Fed Committee Decided To Hold Rates
• BOJ Raises Overnight Call Rate to 0.25%
• Limited Spread Volatility (So Far)
• Asia Spreads: Higher Volatility
• Quality and Duration Getting "Cheaper"
• US Stocks Are Expensive By Historical Standard
• There Are Cracks Emerging In The US Economy

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‍LC Views

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

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