Investment Insights
23.6.2023

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

LC Views

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