Charts
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
Research
Lykeion Research - May '23
Turkey, DAX, Oil, US-China, Germany-Ukraine, Recession, Gold, Debt Ceiling.
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Rumors of Erdoğan’s demise were greatly exaggerated.
Time to consider going long Turkey.
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Research
August '23
Xi's Challenges, Framework for Higher Yields, Gold's Cup and Handle, Brazil, A&D Spending
Research
Lykeion Research - September '23
Bond Issuance’s Impact on Liquidity, US Public REITs, US Dollar Outlook, Reflation Risk in Q4
Research
Lykeion Research - June '23
Rebellion in Russia, The Turnaround in Japan, Waiting on Demand in China, FOMC: Pause, Plateau or Pivot?, Ukraine’s Counteroffensive, Mexico’s Corn Trade Dispute with the U.S., Positioning Reports & Sentiment Surveys.