Investment Insights

LC Investment Playbook Weekly Update

Macro Highlights:

  • A review of the current environment and market expectations across US, Europe, UK, China and India.
  • A look at the US housing inventory levels and the Labour market

Fixed Income Highlights

  • A review of US and EU long term rates and credit
  • Higher default rates already priced in

Equity Highlights

  • A review of the current environment and outlook of US, Europe, China and India equity markets
  • Volatile Market Driven by Economic Outlook
  • Peak Earnings?
  • Bear Market For US Equities

Forex, Commodities & Alternatives

  • A review of commodity and FX pricing and rates
  • European Natural Gas and Electricity at all time highs
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