LC Investment Playbook Weekly Update - 07.06.2024

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

Charts of the week‍

• Key Engines of US Consumer Spending Losing Steam

• US Job Openings Fall to Lowest Since 2021

• Bond Traders Pile Into Fresh Bets On Faster Fed Cuts

• Pricey Tech: The S&P 500 Information Technology sector is as expensive as during the dot-com bubble

• CAPE Ratio Points To Subdued Performance

• Equity Markets Seem To Be Approaching Manic Levels

• Consumer Spending Unexpectedly Contracts

• Oil Sell-Off Is Overdone According To Westbeck‍

‍LC Views‍

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