Sitemap - 2025 - Tematica Signals
June 23: How Our Models Stack Up Against the S&P 500 QTD
June 22: Last Week's Thematic Signals
June 17: From Nvidia to Axon - Stocks Fueling the Future
Space Economy, Nuclear Energy & Uranium, and Cybersecurity Models Lead the Way on June 16
June 16: Last Week's Thematic Signals
June 16: Crude Spike, Volatility Vectors Continue to Shift
Trade Deal Realities Bring Potential Market Headwinds
TSM May Revenue Soars, Multiple Models Leading the Market QTD
June 9: US-China Trade Talks, Apple's WWDC Keynote
June 8: Last Week's Thematic Signals
Layoffs Heat Back Up, May PMI Data Points to Inflation Doing the Same
OECD Cuts 2025 GDP Outlook, TSM Reiterates AI Strength
June 02: Cut Rates With a 3.8% Q2 GDP Estimate?
Enjoy the Court’s Tariff Ruling, Brace for Trump’s Response
Trump Pushes Off EU Tariff Deadline, Lifting Equity Futures, But...
May 26: Last Week's Thematic Reads
Trump’s Bill Moves to the Senate, Flash May PMI Data on Deck
Home Depot & Homebuilding Earnings, May Flash PMI Coming Soon
May 19: Who's Paying For Tariffs?
May 18: Last Week's Thematic Reads
What to Watch as the Market Nears Being Overbought
April Inflation & Retail Sales Data Ahead, But Why Earnings Will Matter More
May 12: US-China Trade Developments and The Week Ahead
May 11: Last Week's Thematic Reads
Tariffs Continue to Take Their Toll as We Wait for the Fed
Tariff Turmoil, OPEC+ Output Hike & Fed Meeting Ahead
May 4: This Week's Thematic Reads
Tariffs and Uncertainty Take Their Toll on Corporate Guidance
A Big Week of S&P 500 Earnings Ahead
China & the European Union Push Back on Trade Talk Progress
Tariff Impacts Showing up in Guidance
Powell's No Rate Cut Brings Trump Ire
China’s Evolving Trade Playbook, Trump’s Chip Move, and Investor Gloom
Tariff Messaging Continues to Confound
April 12: This Week's Thematic Reads
Why Market Uncertainty Will Be Sticking Around
April 6: This Week's Thematic Reads
Tariff Clarity? Earnings Pre- Announcements?
Trump Auto Tariffs, Fed Speakers, CoreWeave’s IPO
Trump and April Tariffs - Will He or Won’t He?
March 23: This Week's Thematic Reads
Nike, FedEx, and Micron: Setting the Tone for Q2 2025 Guidance
Trump and Nvidia Today, Tomorrow Brings the Fed
March 16: This Week's Thematic Reads
Stocks May Have Rebounded But Headwinds Remain
Stocks Do Want To Go Up, But...
March 8: This Week's Thematic Reads
Don’t Expect Market Volatility to Go Away Anytime Soon
Oh My! Trump Tariffs, State of the Union, ISM Services Data
Will the S&P 500’s Losing Streak Extend to Five Days?
Why a Cautious Market Will Eye Key S&P 500 Support Levels
February 22: This Week's Thematic Reads
Is The Market Facing A Flashing Yellow or Red Light?
February 15: This Week's Thematic Reads
Reciprocal Trump Tariffs to Trump January PPI Data
What Will Powell Say on Inflation and Tariffs Today?
Why Fed Speakers May Lean More Hawkish
With Tariffs Off The Table, Focus Returns to Earnings
Digesting More Big Tech Earnings, Waiting for Friday’s January PCE Report
Trump Telegraphs Tariff Intentions, Earnings Accelerate, What to Watch
January 25: This Week's Thematic Reads
Trump’s WEF Address, Earnings Season Continues
Digesting Trump’s Early Actions, Earnings Season Comments
January 18: This Week's Thematic Reads
More Big Bank Earnings, TSM Reports, December Retail Sales Ahead
PPI on Deck, CPI & Bank Earnings to Follow
January 11: This Week's Thematic Reads