LC Ideas: Views & Insights
LC Investment Playbook Weekly Update - 5 May 2023
Table of Contents
Charts of the Week
Credit Perception & Spreads
Rates likely to remain high for the remainder of the year; Pause from Fed anticipated
China is likely in the beginning of a new credit cycle
US CMBS - Signs of Stress
US Banking crisis continues to unfold
LC Views
A summary of our team's views on Rates, Credit, Equities, Currencies, Commodities and Real Estate
