LC Ideas: Views & Insights
LC Investment Playbook Weekly Update - 9 June 2023
Table of Contents
Charts of the Week
Valuations are Overall Expensive
Dual Track, Bifurcated Economy
Lead Indicators Suggest 3% Inflation By Year-End
Global GDP To Remain Soft In 2024
US HY Leverage status (1Q23)
US & Euro HY Default rates
LC Views
A summary of our team's views on Rates, Credit, Equities, Currencies, Commodities and Real Estate.
