Investment Insights

LC Investment Playbook Weekly Update - 05.04.2024

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

Charts of the week
  • Treasury Yields Extend Climb
  • Pace And Magnitude of Rate Cuts Likely Limited
  • The Sahm Rule Has Been Triggered In 20 States
  • Disinflation Is Abating
  • Rate cut expectations – What is currently priced in
  • Gold Hits Record High Level
  • Q1 2024 Equities – What worked and what did not

LC Views

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

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