Investment Insights

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

LC Views

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

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