Investment Insights

LC Investment Playbook Weekly Update

  • Macro Highlights: Falling in Sync, Frothy Real Estate
  • Fixed Income Highlights: Japan Bond Market in Turmoil,
  • Equity Highlights: History of past stock market corrections, S&P 500 set for one its worst H1 performance, Danger for equities is earnings, not valuations, Supportive Results for China’s Ecommerce Sector,
  • Currencies & Commodities: JPY At 25-Year Low
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