LC Investment Playbook Weekly Update - 22.09.2023

In this week's update, our Investment Consulting team has shared their insights and analysis on the following:

‍Charts Of The Week

• The Fed pauses

• ECB hiked rate for a 10th consecutive time

• Not the time to settle for Soft Landing Narratives

• Why default rates in the US is still low?

• Default rates -US and EU

• The bursting of the global "luxury" bubble

• Hedge funds are massively shorting US treasuries

• Treasury yields hit a 16-year high

• Oil back above 90$

LC Views

A summary of our team's views on Rates, Credit, Equities, Currencies, Commodities and Real Estate.