Investment Insights

LC Investment Playbook Weekly Update

  • Macro highlights: Global economic growth, EU CPI- more pain ahead, Euro’s recession probably inevitable, Looming recession in US, China narrowly avoided a recession in Q2
  • Fixed Income highlights: European Credit- clear segmentation, Weak borrowers facing refinancing difficulties, Changing dynamics-US treasury yield curve
  • Equities highlights: Equity Markets not bottomed out yet, EM equities facing heavy FII outflow, Global fund managers turn cautious
  • Forex, Commodities & Alternatives highlights: Oil back below 100$, EUR/USD at parity
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