LC Investment Playbook Weekly Update - 24.05.2024

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

• China's Property Rescue Package No Quick Fix
• Key JOLTS* Measures Are Softening
• Higher Unemployment To Trigger Next Recession
• Delinquencies Are Low, But Strains Have Emerged
• VIX Index Below 12.0
• Q1 2024 Earnings Summary

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‍LC Views

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

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