LC Investment Playbook Weekly Update

In this week's update the Investment Consulting Team have provided their analysis and recommendations on the following

• Macro Highlights: Housing is Key to Fed’s Hawkish Limit, Service Inflation Could Catch Up
• Fixed Income Highlights: Global Negative Yielding Debt, EM Bond Spreads
• Equity Highlights: S&P 500 Valuation, How Attractive Are Equities, Q1 Earnings: Downsides Twice as Large as Upsides
• Currencies & Commodities: CNY Slipped to Six Months Low, G10: EUR & JPY at 5Y Lows