Ep 6. Bracing for the Fallout from the G20 Plus the Launch of the Cleaner Living Index
tematica.substack.com
On this episode of the Thematic Signals podcast, Tematica’s Chris Versace digs into the latest economic data and shares his growing concern over earnings expectations for the second half of 2019 as we get ready for the June quarter earnings season. In his opinion, expectations are ahead of reality given the slowing global economy, existing tariffs and trade talk uncertainty. He also introduces the
Ep 6. Bracing for the Fallout from the G20 Plus the Launch of the Cleaner Living Index
Ep 6. Bracing for the Fallout from the G20…
Ep 6. Bracing for the Fallout from the G20 Plus the Launch of the Cleaner Living Index
On this episode of the Thematic Signals podcast, Tematica’s Chris Versace digs into the latest economic data and shares his growing concern over earnings expectations for the second half of 2019 as we get ready for the June quarter earnings season. In his opinion, expectations are ahead of reality given the slowing global economy, existing tariffs and trade talk uncertainty. He also introduces the