Investment Insights
8.3.2024

LC Investment Playbook Weekly Update - 08.03.2024

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

Charts Of The Week

  • Credit Froth Shows Market Can Withstand Higher Rates
  • China Sets Ambitious 2024 Economic Targets
  • Hedge Funds Unload Tech Stocks
  • Q4 2023 Earnings Summary
  • A Whiff Of Bad Breadth
  • Winners Take All
  • US Core PCE Inflation Accelerates
  • Global Manufacturing PMI Returns To Growth 

LC Views

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

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