Archive - Tematica Signals

January 2025

Digesting More Big Tech Earnings, Waiting for Friday’s January PCE Report

Meta, Microsoft, Tesla, ServiceNow, IBM, Lam Research, Caterpillar, Mastercard, and Check Point Software (to name a few)

Jan 30 •

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Trump Telegraphs Tariff Intentions, Earnings Accelerate, What to Watch

Jan 28 •

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January 27: The Week Ahead

DeepSeek Rattles AI, The Fed, Looming Trump Tariffs

Jan 27 •

and

9:07

January 26: Sunday Funday #37

Articles, streams and books that caught our attention this week

Jan 26 •

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January 25: This Week's Thematic Reads

If you missed out on this week's signals, we've got you covered

Jan 25 •

and

Trump’s WEF Address, Earnings Season Continues

January Flash PMI data coming up and how it may impact next week's Fed policy meeting

Jan 23 •

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Digesting Trump’s Early Actions, Earnings Season Comments

Gauging management comments and Trump policy reactions in Davos

Jan 21 •

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January 20: The Week Ahead

Earnings season heats up, a potential 100 Trump executive order, Flash Jan PMI

Jan 20 •

and

11:39

January 19: Sunday Funday #36

Articles, streams and books that caught our attention this week

Jan 19 •

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January 18: This Week's Thematic Reads

If you missed out on this week's signals, we've got you covered

Jan 18

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