LC Investment Playbook Weekly Update

‍Charts of the Week

• Receding Inflation Expectations
• US Loans: Tighter Standards, Weaker Demand
• Fed expected to Decrease Rates by Year-end
• A History of Asset Returns Post Last Fed Hike
• Stocks and Unemployment
• US CPI: A Case of Rotation

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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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