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.

‍

‍