Sitemap - 2024 - Tematica Signals

Walmart Earnings, Housing Starts, and Post CPI Fed Heads

PPI, Powell, and Google’s IO Event

May 13: The Week Ahead

Another Groundhog Like Day for the Markets

Apple’s Event, the Fed’s Kashkari, Earnings Continue

May 6: The Week Ahead

Exploring the Oil Market with Prairie CEO Ed Kovalik

Powell Sees No Rate Hikes, More Treading Water for Rate Cuts

While We Wait for the Fed, Earnings Season Questions

April 29: The Week Ahead

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

April 15 - The Week Ahead

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

April 1: A Big Week for 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

Equities Look to Bounce Back

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

This Week's Thematic Reads

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 Week Ahead

Articles, Streams, and Books

This Week's Thematic Reads

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

The Week Ahead

Articles, Streams, and Books

This Week's Thematic Reads

Markets Catch Their Breath Post Nvidia

Nvidia Soars, Feb Flash PMI on Deck

Fed Heads, FOMC Minutes, and Nvidia Earnings

The Week Ahead

Articles, Streams, and Books

This Week's Signals

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

Articles, Streams, and Books

This Week's Signals

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

The Week Ahead

Articles, Streams, and Books

This Week's Signals

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

Articles, Streams, and Books

This Week's Signals

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?

The Week Ahead

7 Weekend Reads



This Week's Signals

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

7 Weekend Reads

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

7 Weekend Reads

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

ISM and JOLTS Data, Fed Meeting Minutes Ahead

Treasury Yields, Oil Prices, and International Tensions