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Earnings Spook the Market but Support Several Models
1Q 2024 GDP and Inflation Data on deck
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Tematica Research
Fed Quiet Period, Tech Earnings on Deck, April Flash PMI
All that and some fresh model musings as well
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Tematica Research
4:40
April 22: The Week Ahead - Video
Listen now | MODEL RETURNS The Strategies Behind Our Thematic Models Aging of the Population - Capturing the demographic wave of the aging population…
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Tematica Research
April 20: Articles, Streams, and Books
Things catching our attention we think you might enjoy. Carry on!
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Tematica Research
TSM Earnings, Fed Speakers, Quarterly Results & Guidance
After four days of US equity markets moving lower, this morning’s futures point higher, lifted by quarterly results from Taiwan Semiconductor (TSM) and…
More Bank Earnings, Housing Starts, Waiting on Israel and Powell
Following the Chicago Board Options Exchange Volatility Index ((VIX) closing at its highest level since late October, equity futures are mixed this…
April 15 - The Week Ahead
Inflation data last week, economic data and earnings take the wheel this week
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Tematica Research
8:36
Here Comes the March CPI Report
All eyes will be on the core figure, which may not dip as expected
Treading Water, Solar Eclipse, Earnings Pre-Announcements
With no major economic data points being released today, no corporate earnings on deck, and only one Fed speaker being interviewed - Chicago Fed…
April 6: This Week's Thematic Reads
If you missed out on this week's signals, we've got you covered
Middle East Tensions, Kashkari Comments, The March Jobs Report
Will more Fed speakers turn hawkish?
Fed Speakers, 10-Year Treasury Yield, and the Dollar
All that and eyes open for earnings pre-announcements
Tematica Signals
Tematica Signals
Thematic data points, musings and other fun stuff.
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