LC Investment Playbook Weekly Update - 05.04.2024

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

Charts of the week‍

• Treasury Yields Extend Climb

• Pace And Magnitude of Rate Cuts Likely Limited

• The Sahm Rule Has Been Triggered In 20 States

• Disinflation Is Abating

• Rate cut expectations – What is currently priced in

• Gold Hits Record High Level

• Q1 2024 Equities – What worked and what did not

‍LC Views

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