LC Investment Playbook Weekly Update - 12.01.2024

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

Charts Of The Week

• The Signal From US Equity Valuations And Technicals

• Chinese Stocks Indicator is Flashing Buy

• Time to Revisit Cryptos?

• The Fed: Careful and Date-Dependent

• Default rates in US softening

• 2023 Commodities in review‍

LC Views

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