In this week's update, our Investment Consulting team has shared their insights and analysis on the following:
Charts of the week
- When Two Worlds Collide - Bonds Price For Recession Equities Just Are Not Seeing
- Credit Spreads Widen But Not Enough
- Unwinding of JPY carry trade and US Treasuries
- CEOs more cautious, but still see no recession
- China – The biggest value trap of all
- Yield Curve un-inversion
- Concentration Will Quickly Become Problematic
- Chapter 11 Filings Surge to Decade-High Levels
- US Election Odds and the Bond Market
- Is Soft Landing Possible and Probable?
- China's Economy Slows Unexpectedly
LC Views
A summary of our team's views on Rates, Credit, Equities, Currencies, Commodities and Real Estate.
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