Investment Insights
12.5.2023

LC Investment Playbook Weekly Update

Weekly Spotlight

  • The team's featured Bond Spotlight & Fund Spotlight of the week
  • Their investment rationale behind this week's featured Bond & Fund Spotlight.

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

LC Views

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

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