Thematic Reading #41, Vol. 6

The Fed going bigger for long hasn't slowed down thematic data points

The stock market rally that started last week off fizzled as the latest economic data confirmed inflation remains persistent, the job market is still tight and at least for now, the economy remains solid enough to absorb the Fed’s efforts to fight inflation. That same data cleared the path for the Fed to "go bigger, for longer" and quashed the notion that a Fed pivot could be in the cards. Despite the ensuing give back in the stock market as expectations were once again rethought. While we expect that to happen even further as the September quarter earnings season gets underway, it also comes as no surprise to us that confirming data points for our investment themes, indices, and models continue to be had.

Let’s take a look (you’ll see what we mean) at some of those…

Aging of the Population
Capturing the demographic wave of the aging population and the changing demands it brings with it:

• Aging boom: Here’s a look at population trends in the U.S., California by 2060 - People over 65 will increase from 56 million in 2020 to 94.7 million in 2060

• Ratan Tata, 84, Backs Startup That Staves Off Senior Loneliness

Consumer Inflation Fighters
Companies poised to benefit as consumers stretch the disposable spending dollars they do have:

• US Postal Service proposes new prices ‘to offset’ inflation

• Inflation and higher rates are a ‘dangerous mix’ for consumers already stretched thin

Cyber Security & Data Privacy
Securing individuals and organizations against cyber threats and privacy violations:

• Cyber Attack Suspected in Hartnell College Network Outage

• Cybersecurity Will Account for Nearly One Quarter of AI Software Market Through 2025

Digital Infrastructure & Connectivity
The buildout and upgrading of our Networks, Data Storage Facilities, and Equipment:

• 8% More Consumers Used Connected Devices in August

Digital Privacy & Identity
Companies providing the tools and services that verify authorized users and safeguard personal data privacy:

• Facebook Is Warning 1 Million Users About Stolen Usernames, Passwords

• Toyota Warns Thousands of Customers That They May Get Scam Emails After Data Leak

• 2K Games warns users their stolen data is now up for sale online

• Family Medical informs 234K patients of possible data compromise

• Personal Information of 123K Individuals Exposed in City of Tucson Data Breach

EV Transition
Capturing the transition to EVs and related infrastructure from combustion engine vehicles:

• Tesla set to deliver long-delayed electric trucks to Pepsi in December

• Fleets called on to take advantage of EV transition incentives

• Addressing the charging needs of EV bus fleets

Luxury Buying Boom
Tapping into aspirational buying and affluent buyers amid rising global wealth:

Rebuilding America
Turning the focused spending on rebuilding US infrastructure into revenue and profits:

• Most US Cities Plan to Use Infrastructure Aid on Roads and Bridges

• $55 Billion Is a Drop in the Bucket for Water Improvements

• Hurricane Ian was a wake-up call to improve Florida’s infrastructure resiliency

Sustainable Future of Food
Companies addressing the challenge of providing healthy, affordable, and nutritious food to a growing global population amid dwindling natural resources:

• The Plant-Based Meat Movement Is Down But Not Out

• Sustainability in packaging: Five key levers for significant impact

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Recent Thematic Signals

• What Doctor Copper Says About EVs and Infrastructure Spending

• Thematic Reading #40 Vol. 6

• Talking Cybersecurity with Netography's Martin Roesch

• Thematic Reading #39 Vol. 6

• Thematic Reading #38 Vol. 6

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Tematica Thematic Indices

• Foxberry Tematica Research Cybersecurity & Data Privacy Index

• Foxberry Tematica Research Sustainable Future of Food Index

• Tematica BITA Cleaner Living Sustainability Screened Index

• Tematica BITA Data Privacy and Digital Identity Index

• Tematica BITA Digital Infrastructure & Connectivity Index

• Tematica Research Thematic Dividend All-Stars Index