LC Investment Playbook Weekly Update

‍Charts of the Week

• China’s Recovery is Losing Momentum
• Discerning the Path of the Economy
• Have Growth Stocks Overshot?
• For the First
• Time Ever, Yield is the same
• Times of Extreme Tightening Support Private Credit
• Homebuilder Sentiment Continues to Improve
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‍LC Views

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