LC Investment Playbook Weekly Update - 13.10.2023

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

Charts Of The Week

• US Jobs – Who is hiring?

• Return of the term premium

• Fed officials are wary of the surge in bond yields

• US mortgage rates back to historical high

• China: A new round of stimulus

• Investors flee emerging markets​​​​

LC Views

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