LC Investment Playbook Weekly Update - 17.05.2024

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

Charts of the week‍

• US CPI Inflation Eases in April

• NFIB Survey Points To Softening Demand

• US Labor Market Showing Cracks

• US HY Markets Likely to Remain Sanguine

• Trump: Lower Effective Corporate Tax

• Flow data suggests a resilient market environment

• US Stocks Fueled By Lower Rates

• Meme Stocks Are Back!

• Higher for longer is good for equities

• China’s Credit Growth Disappoints‍

‍LC Views

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