Investment Insights

LC Investment Playbook Weekly Update

  • Macro Highlights: US CPI More Pain Ahead, US CPI- Peaked Out?, China’s New Record of Trade Surplus
  • Fixed Income Highlights: Credit Spreads Not There Yet! , Contingent Convertibles An Opportunity
  • Equities Highlights: End of “There is no alternative” (TINA), Earnings downgrades outpace upgrades
  • Forex, Commodities & Alternatives Highlights: Oil back below 100$, EUR/USD at Parity
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