LC Investment Playbook Weekly Update

In this week's update the Investment Consulting Team have provided their analysis and recommendations on the following

• Macro Highlights: US Labour Market, Tightening Situation
• Fixed Income Highlights: Fear of Stagflation, Germany's 10-Year Bund Yield, Delisting risks fully priced in for Chinese $Bond
• Equity Highlights: Retail Investors Get Washed Out, Spac Index, US Equities, Shrinking Margin Debt
• Currencies & Commodities: USD at 20-year Peak, Bitcoin, Fall of a Major Food Grain Exporter, Funds Slashed Bets on Commodities, Commodities Providing Diversification to Traditional Portfolio