Investment Insights

LC Investment Playbook Weekly Update - 11 August 2023

Charts of the week

  • US Earnings: Good News Have Been Priced In
  • Richly valued stock + earnings miss / soft guidance
  • Credit Spreads Are Tight
  • The Yield Curve Has Drifted 150 bps Higher
  • US SLO Survey Warns of Potential Credit Crunch

LC Views

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