Investment Insights
LC Investment Playbook Weekly Update - 12.07.2024

Table of Contents
In this week's update, our Investment Consulting team has shared their insights and analysis on the following:
Charts of the week
The US Labor Market Continues Its Slow Cooling
Atlanta Fed GDPNow Index Falls to 1.55%
EM Macro Fundamentals Improving
Q2 Earnings Set To Be Compared Against A High Bar
Mega-Caps Explain Nearly 60% of YTD gains
French Equities Are Oversold
LC Views
A summary of our team's views on Rates, Credit, Equities, Currencies, Commodities and Real Estate.
