Sitemap - 2024 - Tematica Signals
Earnings Spook the Market but Support Several Models
Fed Quiet Period, Tech Earnings on Deck, April Flash PMI
April 22: The Week Ahead - Video
April 20: Articles, Streams, and Books
TSM Earnings, Fed Speakers, Quarterly Results & Guidance
More Bank Earnings, Housing Starts, Waiting on Israel and Powell
Here Comes the March CPI Report
Treading Water, Solar Eclipse, Earnings Pre-Announcements
April 6: This Week's Thematic Reads
Middle East Tensions, Kashkari Comments, The March Jobs Report
Fed Speakers, 10-Year Treasury Yield, and the Dollar
ADP Jobs Data, March Service PMs, Powell, and the Fed Heads
Fed Heads Follow Rebounding Manufacturing and Inflation Data
Why the Market May Limp to a 1Q 2024 Close
Why Earnings Growth Will Matter as the Market Melts Up Further
Bostic’s Wake Up Call, More Fed Heads Today
March 24: Articles, Streams, and Books
March 23: This Week's Thematic Reads
March 22: Will the Market Melt-up Continue?
March 21:A Swiss Surprise, Micron’s Outlook, Flash PMI Data Ahead
March 20: Fed Day, Revisiting Rate Cut Timing Expectations
March 19: Parsing Nvidia’s Announcements, Waiting for the Fed
March 18: Google-Apple and Nvidia Make AI Waves
March 17: Articles, Streams, and Books
March 16: This Week's Thematic Reads
And Now for February Retail Sales and PPI
Investor Conferences Fill Today’s Data Void
February CPI - Market Sell Off or Buy the Dip?
Waiting for February Inflation Data
Articles, Streams, and Books - March 10
Will the February Employment Report Support the Current Market Narrative?
Powell Says Fed Funds Rate At Its 'Peak' But...
Waiting on Powell's DC Testimony
Apple, AMD and February Services PMIs
The Nasdaq Hits a New High, However...
Today Brings a Fav Fed Metric But...
What Data Dependency Could Mean for the Fed's Economic Projections?
The Stock Market is in a Holding Pattern Today
Markets Catch Their Breath Post Nvidia
Nvidia Soars, Feb Flash PMI on Deck
Fed Heads, FOMC Minutes, and Nvidia Earnings
Up Next: January PPI and Fed Head Comments
Now for January Retail Sales and Manufacturing Data
Fed Heads Ahead on That January CPI Data
Will the January CPI Support a Slow Walking Fed?
The Week Ahead and Fresh Model Musings
Will CPI Revisions Alter the Fed’s Policy Path?
What to Watch Next If the S&P 500 Hits 5,000
Earnings, Fed Speakers, and the Atlanta Fed’s GDPNow Update
More Earnings, More Fed Heads, Watch Treasuries and the Dollar
Meta & Amazon vs. Apple, January Jobs Report
Powell Signals a No-Go in March; Apple, Amazon & Meta Earnings
Tech Earnings Weigh on Futures, Fed on Deck
The Earnings Scorecard Ahead of Big Tech Results, Model Musings
The Week Ahead - Big Tech Earnings & the Fed
Gloomy Guidance, December PCE Price Index on Deck, Model Musings
Tesla Earnings, 4Q 2023 GDP, Model Musings
Netflix Pops, January Flash PMI Data, More Earnings Ahead, Model Musings
Will Earnings Guidance Clear the Way for More Market Gains?
Zuck Keeps the Tech Rally Going, But Here’s What the Market Faces Next Week
Upbeat 2024 Guidance from TSM, Housing Starts, and Fed Speakers
The Rate Cut Recalibration is On!
The Week Ahead and Model Musings
Red Sea Tension Escalates, December PPI, Bank Earning
Bitcoin ETFs Debut, The December CPI Report, Model Tidbits
In A Holding Pattern Ahead of the December CPI Report
Negative Earnings Announcements, More Pushback on Fed Rate Cuts
The Week Ahead: Inflation Data, Fed Speakers, Two Big Conferences, and Bank Earnings Begin
The December Employment Report and ISM Services Data - More Push Back on Rate Cut Expectations?
New Models, ADP and Challenger Bring the First Look at December Jobs