Investment Insights

LC Investment Playbook Weekly Update - 10.05.2024

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

Charts of the week
  • US Jobs Post Smallest Gain in Six Months
  • April US Services Activity Unexpectedly Contracts
  • Remain Neutral On Chinese Equities
  • Tighter Lending Standards
  • May FOMC Preview
  • The Labor Market is Cooling
  • Stock-Bond Correlation At Record High
  • Higher for Longer is Good For Equities
  • Flow Data Suggests a Resilient Market Environment
  • Oil Back Below 80$

LC Views

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

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