LC Investment Playbook Weekly Update

‍Charts of the Week

• Core PCE Points to A Tough Fight for the Fed
• Not All That Gloomy Expectations
• Higher Q1 GDP Growth Estimate
• Led to Higher Implied Fed’s Fund Rate 5.40%
• Risk Off In February

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LC Views

• A summary of our team's views on Rates, Fixed Income, Equities, Currencies, Commodities and Real Estate
• Our team's technical analysis on the relationship between the dollar and risk for equities

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