LC Investment Playbook Weekly Update - 02.08.2024

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

Charts of the week‍

• Fed Committee Decided To Hold Rates

• BOJ Raises Overnight Call Rate to 0.25%

• Limited Spread Volatility (So Far)

• Asia Spreads: Higher Volatility

• Quality and Duration Getting "Cheaper"

• US Stocks Are Expensive By Historical Standard

• There Are Cracks Emerging In The US Economy‍

‍LC Views‍

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