Investment Insights
6.6.2024

LC Investment Playbook Weekly Update - 07.06.2024

In this week's update, our Investment Consulting team has shared their insights and analysis on the following:

Charts of the week
  • Key Engines of US Consumer Spending Losing Steam
  • US Job Openings Fall to Lowest Since 2021
  • Bond Traders Pile Into Fresh Bets On Faster Fed Cuts
  • Pricey Tech: The S&P 500 Information Technology sector is as expensive as during the dot-com bubble 
  • CAPE Ratio Points To Subdued Performance
  • Equity Markets Seem To Be Approaching Manic Levels
  • Consumer Spending Unexpectedly Contracts
  • Oil Sell-Off Is Overdone According To Westbeck

LC Views

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

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