Sitemap - 2024 - Tematica Signals
December 29: Sunday Funday #33
December 22: Sunday Funday #32
December 21: This Week's Thematic Reads
Fed Uncertainty, Inflation Back in Focus, Government Shutdown?
How Will November Retail Sales Impact the Fed’s Thinking?
December 15: Sunday Funday #31
December 14: This Week's Thematic Reads
Multiple Data Points to Go Before a Santa Claus Rally
Ahead of November CPI, TSM’s Revenue and Oracle’s AI Surge
December 7: This Week's Thematic Reads
Powell Sees a “More Cautious Fed” Ahead of the November Employment Report
Is The Economy Too Strong For a December Rate Cut?
November 24: Sunday Funday #28
Nvidia’s Guidance Weighs on Equity Futures
Putin Renews Geopolitical Tension, Walmart Earnings
November 17: Sunday Funday #27
November 16: This Week's Thematic Reads
S&P 500 Nears Overbought, Fed Heads & Inflation on Deck
November 10: Sunday Funday #26
November 9: This Week's Thematic Reads
Will the Fed Kill the Trump Trade?
Election Day Today, Then The Fed -How We See It
November 1: The (Election) Week Ahead
November 2: This Week's Thematic Reads
Big Tech Digestion, Prepping for the October Employment Report
Tesla & AI Comments Lift Stocks, But...
The US Economy - Good For Earnings But...
Robust AI Demand at TSM to Push the Market Higher
Earnings and Data Shaping This Week's Market and Our Models
A Rich Market Valuation Means Companies Will Walk a High Wire as Earnings Season Heats Up
Fed Heads, Samsung Disappoints, GM & Prime Big Deal Days
Israel-Iran Escalates, September ISM Services PMI Data & Jobs
Port Strike Threatens Economy, Inflation Battle and Pace of Fed Cuts
Powell, September PMIs, and Jobs Data
Micron Earnings, New Meta Products Bring AI Back in Vogue
So Far, September Bucks the Historical Trend
August Retail Sales, Waiting for the Fed
Why The Fed Will Disappoint the Market
August PPI, Fed Implications, and Fresh Uncertainties
Apple Digestion, Debate Preparation
ADP Jobs Data, August Service PMIs
Rate Cuts? How Many Are You Thinking?
Canadian Rail Strike, August Flash PMI Data, and a September Rate Cut?
Today’s Menu - Retail Earnings and Fed Head Appetizers
August 19, 2024 - The Week Ahead
Fed Rate Cuts, July Retail Sales Report Concerns & a Certain Chip Stock
The July Retail Sales Report - Not The Indicator You Think It Will Be
Home Depot’s Comp Sales Cut, July PPI on Deck
August 8, 2024 - The Week Ahead
The VIX, Treasuries, and Earnings
Stocks Look To Claw Back Recent Losses, But…
Balancing Maximum Employment & Price Stability
Earnings Bring Consumer Health Updates
Parsing and Digesting Earnings Soup
TSM Brings Some Tonic for Big Tech and AI Stocks
June Retail Sales and Housing Starts - Tea Leaves for These Models
June CPI On Deck But Keep An Eye on the Earnings Ball
Powell - Don’t Expect Much Today About Rate Cut Timing
Contemplating The Coming Data Deluge
What Grade Would You Give the Fed?
Making the Rounds with Yahoo! Finance, Schwab and FinTech.TV
Pending Home Sales, Nike Earnings & Friday PCE
Fed Speakers, Bank Stress Tests, Micron Earnings
No Surprise, We’re Still in Data Dependent Mode
Why the Fed May Not Be as Enthused as the Market with the May CPI Report
NFIB & Inflation, Mulling Apple Intelligence
Why the US Federal Reserve will be watching Non-Farm Payroll data closely
ECB Rate Cut, Nvidia Stock Split, May Employment Report
Management Conference Comments Take Center Stage
Salesforce Sinks, GDP Expectations, Costco, Dell, Marvell After the Close
Love it or hate it: Buy-now-pay-later is here to stay
Rate Cut Expectations, Waiting for Retail and HP Earnings
Nvidia Delivers, Flash May PMI and Inflation Comments Up Next
Could the S&P 500 hit 5,600 in 2024?
Fed Speakers, Market Dynamics, Waiting for Nvidia
Walmart Earnings, Housing Starts, and Post CPI Fed Heads
How US inflation data will set out Federal Reserve interest rate plans
PPI, Powell, and Google’s IO Event
Another Groundhog Like Day for the Markets
Apple’s Event, the Fed’s Kashkari, Earnings Continue
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
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
‘Fed does not need to cut rates early spring’
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