LC Investment Playbook Weekly Update - 12.07.2024

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.