Investment Insights

LC Investment Playbook Weekly Update

Note on Recent Developments

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

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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