LC Investment Playbook Weekly Update - 23 June 2023

‍Charts of the Week

• China’s Recovery is Losing Momentum

• Discerning the Path of the Economy

• Have Growth Stocks Overshot?

• For the First

• Time Ever, Yield is the same

• Times of Extreme Tightening Support Private Credit

• Homebuilder Sentiment Continues to Improve ‍

‍LC Views

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