Tematica Signals | Chris Versace | Substack

China & the European Union Push Back on Trade Talk Progress

Tariffs take their toll on corporate guidance

5 hrs ago •

and

11:07

Tariff Impacts Showing up in Guidance

Tariffs continue to make things "interesting"

Apr 21 •

and

Powell's No Rate Cut Brings Trump Ire

TSM's multi-year revenue outlook supports these Tematica models

Apr 17 •

and

China’s Evolving Trade Playbook, Trump’s Chip Move, and Investor Gloom

Eyeing March Retail Sales and TSM's quarterly results

Apr 15 •

and

12:14

Tariff Messaging Continues to Confound

Tariff fatigue poised to continue

Apr 14 •

and

Tematica Signals

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