Investment Insights
LC Investment Playbook Weekly Update - 11 August 2023
Table of Contents
Charts of the week
US Earnings: Good News Have Been Priced In
Richly valued stock + earnings miss / soft guidance
Credit Spreads Are Tight
The Yield Curve Has Drifted 150 bps Higher
US SLO Survey Warns of Potential Credit Crunch
LC Views
A summary of our team's views on Rates, Credit, Equities, Currencies, Commodities and Real Estate.
