LC Investment Playbook Weekly Update - 08.03.2024

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

Charts Of The Week

• Credit Froth Shows Market Can Withstand Higher Rates

• China Sets Ambitious 2024 Economic Targets

• Hedge Funds Unload Tech Stocks

• Q4 2023 Earnings Summary

• A Whiff Of Bad Breadth

• Winners Take All

• US Core PCE Inflation Accelerates

• Global Manufacturing PMI Returns To Growth

LC Views

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