LC Ideas: Views & Insights
LC Investment Playbook Weekly Update - 3 March 2023
Table of Contents
Charts of the Week
Core PCE Points to A Tough Fight for the Fed
Not All That Gloomy Expectations
Higher Q1 GDP Growth Estimate
Led to Higher Implied Fed’s Fund Rate 5.40%
Risk Off In February
LC Views
A summary of our team's views on Rates, Fixed Income, Equities, Currencies, Commodities and Real Estate
Our team's technical analysis on the relationship between the dollar and risk for equities
