LC Ideas: Views & Insights
LC Investment Playbook Weekly Update - 17 March 2023
Table of Contents
Note on Recent Developments
In light of the recent developments with SVB and Credit Suisse,
with our thoughts.
Charts of the Week
Investors Are Expecting Fed to Cut Rates
Bond Volatility Surges
US CPI: Still Sticky
Commodities: Gloomy Picture
Fed Historically Cut Before Each Market Bottom
LC Views
A summary of our team's views on Rates, Fixed Income, Equities, Currencies, Commodities and Real Estate
Our team's technical analysis on the relationship between the S&P's movements and the Fed rate cutting cycle
