In this week's update, our Investment Consulting team has shared their insights and analysis on the following:
Charts of the week
- 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
LC Views
A summary of our team's views on Rates, Credit, Equities, Currencies, Commodities and Real Estate.
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