LC Investment Playbook Weekly Update - 3 June 2022

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

• Macro Highlights: US economy, ECB developments, China's easing and fiscal boost

• Fixed Income Highlights: Zombie firms to face hard times

• Equity Highlights: Have S&P500 stopped being expensive, US market cap to GDP ratio

• Currencies & Commodities: Exaggerated rates expectations in DXY