Investment Insights
16.6.2023

LC Investment Playbook Weekly Update - 16 June 2023

Charts of the Week

  • US May CPI - Still sticky beneath the surface
  • Will The Equity Rally Broaden?
  • Equities Volatility Falls To Pre-Pandemic Levels
  • Equities Earnings Yield Drops Below That Of Bonds
  • Stress At The Edges
  • Will Markets Have A Liquidity Crunch?

LC Views

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