LC Ideas: Views & Insights
LC Investment Playbook Weekly Update - 16 June 2023
Table of Contents
Charts of the Week
US May CPI - Still sticky beneath the surface
Will The Equity Rally Broaden?
Equities Volatility Falls To Pre-Pandemic Levels
Equities Earnings Yield Drops Below That Of Bonds
Stress At The Edges
Will Markets Have A Liquidity Crunch?
LC Views
A summary of our team's views on Rates, Credit, Equities, Currencies, Commodities and Real Estate.
