LC Investment Playbook Weekly Update

Macro Highlights

• A review of the current environment and market expectations across US, Europe, UK, China and India.
• Market anticipates inflation to decrease.

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Fixed Income Highlights

• A review of US and EU long term rates and credit.
• China RE $Bonds rebounding amid supports

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Equity Highlights

• A review of the current environment and outlook of US, Europe, China and India equity markets.
• Fund managers are betting on a soft landing.
• A Bear Market bounce?

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Forex, Commodities & Alternatives

• A review of commodity and FX pricing and rates.
• Blackstone gates Its Real Estate Flagship Fund

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