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
With an energy crisis, elections, geopolitical risks and ramping inflation, policy makers will have plenty of tough decisions to make into year-end.
It’s that time of the year when every analyst you know is likely reminding you that September has been, on average since 1928, the worst month for the S&P (why are analysts always so gloomy?). With so much going on and so many narratives sloshing the tides of markets in often contrasting directions, here’s what you need to be reminded of in case you’re just getting back to work after revealing your authentic self and untethering your real potential at Burning Man.