Jul 31, 2019

We are just back from vacation and hitting the ground running during arguably one of the busiest weeks of the year. In addition to the usual end of the month, start of the month economic data, we’ve got more than 1,000 companies reporting quarterly earnings; the Fed’s next FOMC meeting; and the next Democratic...

Jul 19, 2019

On this episode of the Thematic Signals podcast, we find ourselves in the thick of earnings season and Tematica’s Chris Versace not only provides an overview for how all of these reports are coming together to form a larger picture, he shares a thematic look at what’s moving several stocks, including Amazon...

Jul 9, 2019

On this episode of the Thematic Signals podcast, Tematica’s Chris Versace gets investors and corporate leaders ready for what Fed Chairman Powell may do at this week’s semi-annual testimony in front of the House Financial Services Committee. In June Powell signaled a more dovish tone with monetary policy citing the...

Jul 2, 2019

On this episode of the Thematic Signals podcast, Tematica’s Chris Versace digs into what investors should be watching in the month of July. Between the June quarter earnings season, the Fed and the latest economic data, there is no shortage of things investors need to watch. In Chris’s view that’s especially...