LC Investment Playbook Weekly Update - 19.01.2024

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

Charts Of The Week

• Q4 Summary of Earnings Expectations

• Q4 EPS Estimates Have Been Revised Lower Since September

• China : GDP Undershot and Soft Activity Registered

• PBoC Unexpectedly Holds Rate Steady

• The Appeal of Cash is Being Tested‍

LC Views

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