Investment Insights

LC Investment Playbook Weekly Update - 24.11.2023

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

Charts Of The Week

  • US LEI continues to signal recession ahead
  • US Earnings: Recession is over, for now
  • Chile: First in, First out
  • 43 Years, One sft landing
  • Average spreads of banks' CoCo bonds narrowed

LC Views

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

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