LC Investment Playbook Weekly Update - 25 August 2023

‍Charts of the week

• Zero-Day Options Sparks fear Over Market Volatility
• US GDP Growth Estimates Have Doubled Since July
• Can the HSCEI stay above 6,000?
• Signs of slowing consumer spending
• Investors are Poised for the Fall in Yields
• Keep Duration Below 10 Year
• Relative Valuation – Fixed Income
  ‍

‍LC Views

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