LC Investment Playbook Weekly Update

Note on Recent Developments

• In light of the recent developments with SVB and Credit Suisse, please see here for a note with our thoughts.

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Charts of the Week

• Investors Are Expecting Fed to Cut Rates
• Bond Volatility Surges
• US CPI: Still Sticky
• Commodities: Gloomy Picture
• Fed Historically Cut Before Each Market Bottom

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LC Views

• A summary of our team's views on Rates, Fixed Income, Equities, Currencies, Commodities and Real Estate
• Our team's technical analysis on the relationship between the S&P's movements and the Fed rate cutting cycle

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