In this week's update, our Investment Consulting team has shared their insights and analysis on the following:
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Charts of the week‍
- USÂ CPIÂ 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
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‍LC Views
A summary of our team's views on Rates, Credit, Equities, Currencies, Commodities and Real Estate.
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