LC Investment Playbook Weekly Update - 12.07.2024

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

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Charts of the week

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• The US Labor Market Continues Its Slow Cooling
• Atlanta Fed GDPNow Index Falls to 1.55%
• EM Macro Fundamentals Improving
• Q2 Earnings Set To Be Compared Against A High Bar
• Mega-Caps Explain Nearly 60% of YTD gains
• French Equities Are Oversold

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‍LC Views

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

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