Tematica Chief Macro Strategist Lenore Hawkins provides regular insights and musings into today’s markets, economics and politics, while fighting for liberty with great wine & music, scores of stilettos and an excessive love of dogs
Amazon (AMZN) on the heels of whirlwind announcements from its acquisition of Whole Foods (WFM) to Nike (NKE) now selling some of it products directly to the online giant, the once internet-only giant is now THE poster child for thematic investing.
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The spread between the 30 year Treasury yield and the 2 year Treasury yield is back down to the lows of last year. The only time in over a decade that we saw the yield curve this flat was back in 2007 when all hell was breaking loose. Look a little further up the curve, the […]
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The CEO and Chairman of Goldman Sachs (GS), Lloyd Blankfein, is arguably one hell of a sharp fellow, which leads us to believe there are reasons behind this that go beyond a straightforward assessment of the economy. Perhaps consumers see something different than what we hear in the mainstream financial media. The University of Michigan’s […]
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Wednesday the Federal Reserve, as expected, raised rates, but even more importantly they release an outline of their plans to shrink the Fed’s balance sheet, which you can read here. We must also note that raising rates in a period of falling bond yields and where the 3-month change in core CPI is collapsing is […]
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Earlier this week I spoke with Lindsay France on Boom Bust about the reality of the employment situation in the United States. We keep hearing talk out of DC about how this policy or that is going to ignite the economy, and while we would dearly love to see that happen, we rarely hear anything […]
read more »To better understand the evolution of the smarter vehicle, Tematica Research’s mixologists Chris Versace and Lenore Hawkins spoke with Ted Cardenas, Senior Vice President of Marketing, Car Electronics Division at Pioneer Electronics Corp (PNCOY).
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We’ve likely seen peak housing, auto, consumer sentiment, inflation and real interest rates while unemployment has bottomed.
read more »The International Triple Threat to the Markets, Lenore Gets Jolted from the JOLTS, Why the Business Roundtable Needs Curb Its Enthusiasm, thoughts on the Apple WWDC and more . . .
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The recent employment data on top of the trend in weaker-than-expected economic data is consistent with the low-growth potential indicated by the 10-year Treasury rate. The Tematica Team is a pretty upbeat bunch, but we do our best to let the data do the talking and what it is telling us is that we are nearing a turning point in this business cycle.
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The Connected Society isn’t just a story driven by Millenials as more and more seniors are getting connected as well. You will find more statistics at Statista Smartphones, once the bane of the silver-haired crew has seen a dramatic uptick in adoption. It isn’t just smartphones though. Regardless of how they do it, seniors […]
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