LC Ideas: Views & Insights
LC Investment Playbook Weekly Update - 20 January 2023
Table of Contents
Charts of the Week
US 10Y Yield Has Receded To 3.36%.
US loan downgrade pace accelerates.
European dividends: Bearish view.
Chinese households - Excess savings.
Buying the dip on Chinese onshore assets.
LC Views
A summary of our team's views on Rates, Fixed Income, Equities, Currencies, Commodities and Real Estate
