LC Investment Playbook Weekly Update - 10.05.2024

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

Charts of the week‍

• US Jobs Post Smallest Gain in Six Months

• April US Services Activity Unexpectedly Contracts

• Remain Neutral On Chinese Equities

• Tighter Lending Standards

• May FOMC Preview

• The Labor Market is Cooling

• Stock-Bond Correlation At Record High

• Higher for Longer is Good For Equities

• Flow Data Suggests a Resilient Market Environment

• Oil Back Below 80$‍

‍LC Views

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