Investment Insights
9.8.2024

LC Investment Playbook Weekly Update - 09.08.2024

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

Charts of the week
  • What Moves the US Treasury?
  • Volatility in the Bond Market
  • Credit Spreads Widening Caused By Recession Fears
  • Banks Tightened Lending Standards In Q2
  • Taylor Rule Says Fed Now 7 Rate Cuts Behind The Curve
  • Japanese Stocks Get Severely Repriced
  • Complacency Is Over

LC Views

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

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