Investment Insights

LC Investment Playbook Weekly Update - 13.10.2023

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

Charts Of The Week

  • US Jobs – Who is hiring?
  • Return of the term premium
  • Fed officials are wary of the surge in     bond yields
  • US mortgage rates back to historical high
  • China: A new round of stimulus
  • Investors flee emerging markets


LC Views

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

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