In this week's update, our Investment Consulting team has shared their insights and analysis on the following:
Charts of the week
- Key Engines of US Consumer Spending Losing Steam
- US Job Openings Fall to Lowest Since 2021
- Bond Traders Pile Into Fresh Bets On Faster Fed Cuts
- Pricey Tech: The S&P 500 Information Technology sector is as expensive as during the dot-com bubble
- CAPE Ratio Points To Subdued Performance
- Equity Markets Seem To Be Approaching Manic Levels
- Consumer Spending Unexpectedly Contracts
- Oil Sell-Off Is Overdone According To Westbeck
LC Views
A summary of our team's views on Rates, Credit, Equities, Currencies, Commodities and Real Estate.
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