Investment Insights

LC Investment Playbook Weekly Update

Charts of the Week

  • US 10Y Yield Has Receded To 3.36%.
  • US loan downgrade pace accelerates.
  • European dividends: Bearish view.
  • Chinese households - Excess savings.
  • Buying the dip on Chinese onshore assets.

LC Views

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

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