LC Investment Playbook Weekly Update - 29 April 2022

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