Investment Insights

LC Investment Playbook Weekly Update - 22.09.2023

In this week's update, our Investment Consulting team has shared their insights and analysis on the following:

Charts Of The Week

  • The Fed pauses
  • ECB hiked rate for a 10th consecutive time
  • Not the time to settle for Soft Landing Narratives
  • Why default rates in the US is still low?
  • Default rates -US and EU
  • The bursting of the global "luxury" bubble
  • Hedge funds are massively shorting US treasuries
  • Treasury yields hit a 16-year high
  • Oil back above 90$

LC Views

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

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