Charts of the Month - September '23
The Big 7 vs. The Old Guard, The U.S. Consumer - Not Dead Yet, and The Dirtiest Cities in the World
Recent global geopolitical developments might just be the necessary catalyst for the region to finally unleash its long-overdue potential.
‘Temporary’ changes to the rule of law during times of crisis have rarely remained temporary.
All you need to know about the current conflict between Russia and Ukraine.
The US is leaving the Middle East, whilst Asia is becoming more dependent on it.
Understanding geopolitics matters much more now than it mattered 30 years ago.
If you believe in inflation or deflation, chances are, you're somehow right. For now. But we need to dive deep to figure out what the future holds for this 'debate of our time'
Economic and markets indicators are telling us two different stories about inflation.
The long-term dollar shortage trend is the current monetary state we live in, where global economic growth is outpacing the supply of the global reserve currency.
The Eurodollar Market is one of the most influential and least understood drivers of financial markets.
The dollar bear case with insights from Luke Gromen, Juliette Declercq, and A.G. Bisset