LC Ideas: Views & Insights
LC Investment Playbook Weekly Update - 20 May 2022

In this week's update the Investment Consulting Team have provided their analysis and recommendations on the following
Macro Highlights:
US Inflation: Base effect kicking in, Dark clouds ahead - US Consumer Survey
Fixed Income Highlights:
Fed - More hawkish suprises unlikely
Equity Highlights:
Investor cash levels at highest since 9/11, US equities 20% above pre-covid
Currencies & Commodities:
Luna & Terra - Gameover*, EUR/USD parity popular bet, Metal prices cooling down
