LC Investment Playbook Weekly Update - 09.08.2024

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

Charts of the week

• What Moves the US Treasury?

• Volatility in the Bond Market

• Credit Spreads Widening Caused By Recession Fears

• Banks Tightened Lending Standards In Q2

• Taylor Rule Says Fed Now 7 Rate Cuts Behind The Curve

• Japanese Stocks Get Severely Repriced

• Complacency Is Over‍

‍LC Views‍

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