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
Themes We Cover
Macro
- The Inflation Narrative
- U.S. Dollar and Eurodollar Market
- Yield Curve, Market Structure, & Liquidity
- Bitcoin & the Blockchain
Geopolitics
- U.S. – China Relations & the Indo-Pacific Theatre
- Saudi Arabia: Moving East or Staying West?
- Globalization, Reglobalization, Nearshoring, Reshoring
- Great Power Competition and the Rise of Multipolarity
EMEA + Asia
- Investing Opportunities Within the EU
- Japan's inflection point
- China: Xi Jinping’s Challenges
- UAE & Qatar: On the Horizon
Emerging Markets
- BRICS: Signal or Noise?
- Turkey: The Most Promising EM?
- The Investment Case for Latin America
- Pivot Nations: India, Indo, & Brazil
Energy
- Oil, Natural Gas, & The Next Supercycle
- The Rise of LNG
- The Renewable Industrial Complex
- Uranium & Nuclear Tech
Sector Specific
- Reindustrialization of the West
- Materials, Minerals, & Metals
- The Semiconductor Puzzle
- Future Media & Sports