LC Investment Playbook Weekly Update - 24.05.2024

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

Charts of the week‍

• China's Property Rescue Package No Quick Fix

• Key JOLTS* Measures Are Softening

• Higher Unemployment To Trigger Next Recession

• Delinquencies Are Low, But Strains Have Emerged

• VIX Index Below 12.0

• Q1 2024 Earnings Summary‍

‍LC Views

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