Investment Insights
2.8.2024

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:

Charts of the week

  • 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

LC Views

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

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