Investment Insights

LC Investment Playbook Weekly Update - 12.01.2024

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

Charts Of The Week

  • The Signal From US Equity Valuations And Technicals
  • Chinese Stocks Indicator is Flashing Buy
  • Time to Revisit Cryptos?
  • The Fed: Careful and Date-Dependent
  • Default rates in US softening
  • 2023 Commodities in review

LC Views

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

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