LC Investment Playbook Weekly Update - 14.06.2024

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

Charts of the week‍

• Fed Officials Dial Back Rate Forecasts

• ECB Cuts Rates But Hikes Inflation Forecast

• Payrolls Surged In May, Wages Accelerated

• US Corporate Bond Ownership

• Consensus GDP Growth Forecasts Are Too Optimistic

• India Attracts Capital Inflows At China's Expense

• Super Core CPI Declines For First Time Over 3 Years

• S&P 500 At Record High Thanks To Lower Inflation‍

‍LC Views‍

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