LC Ideas: Views & Insights
LC Investment Playbook Weekly Update - 18 November 2022
Table of Contents
Macro Highlights
A review of the current environment and market expectations across US, Europe, UK, China and India.
Dip in US Personal Savings Rate
Fixed Income Highlights
A review of US and EU long term rates and credit.
US Treasury Total Returns & Curve Inversion.
US Treasury Market Pressure.
Equity Highlights
A review of the current environment and outlook of US, Europe, China and India equity markets.
Equity Rebound Fuelled By (Lower) Inflation.
Strong Rebound For Chinese Stocks.
Forex, Commodities & Alternatives
A review of commodity and FX pricing and rates.
USD Tumbles 6% Over Last 1 Month.
