Investment Insights
21.11.2022

LC Investment Playbook Weekly Update

Macro Highlights

  • A review of the current environment and market expectations across US, Europe, UK, China and India.
  • Dip in US Personal Savings Rate

Fixed Income Highlights

  • A review of US and EU long term rates and credit.
  • US Treasury Total Returns & Curve Inversion.
  • US Treasury Market Pressure.

Equity Highlights

  • A review of the current environment and outlook of US, Europe, China and India equity markets.
  • Equity Rebound Fuelled By (Lower) Inflation.
  • Strong Rebound For Chinese Stocks.

Forex, Commodities & Alternatives

  • A review of commodity and FX pricing and rates.
  • USD Tumbles 6% Over Last 1 Month.

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