Investment Insights

LC Investment Playbook Weekly Update - 17.05.2024

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

Charts of the week
  • US CPI Inflation Eases in April
  • NFIB Survey Points To Softening Demand
  • US Labor Market Showing Cracks
  • US HY Markets Likely to Remain Sanguine
  • Trump: Lower Effective Corporate Tax
  • Flow data suggests a resilient market environment
  • US Stocks Fueled By Lower Rates
  • Meme Stocks Are Back!
  • Higher for longer is good for equities
  • China’s Credit Growth Disappoints

LC Views

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

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