LC Investment Playbook Weekly Update

‍Charts of the Week

• Credit Perception & Spreads
• Rates likely to remain high for the remainder of the year; Pause from Fed anticipated
• China is likely in the beginning of a new credit cycle
• US CMBS - Signs of Stress
• US Banking crisis continues to unfold

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LC Views

• A summary of our team's views on Rates, Credit, Equities, Currencies, Commodities and Real Estate

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