The Disruptive Tech in Down Dog
The power of disruptive technology leads to down dog taking down those trusty Levi 501s.
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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
Is that a Robot on Isle 9?
Our disruptive technology investing theme is pervading many aspects of the grocery industry from robotics to autonomous delivery vans, reinventing one of the oldest sectors of the economy.
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Kroger going the way of the Jetsons with robots
Kroger eyeing Amazon as it implements robotics in its warehouses to improve its operations.
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Failing Infrastructure Costs Dozens Their Lives in Italy
August 14th dozens of people lost their lives when a bridge that was known to be structurally problematic collapsed. The U.S. is facing its own crumbling infrastructure, which could mean that experiencing tragedies like this here is only a matter of time unless Congress and the Administration make the tough decisions and focus on what needs to be fixed.
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Fed Interest Rate Face-Off
While the current administration has been looking to keep this economic cycle going much longer and even accelerating, the Federal Reserve is concerned that the cycle may be getting overextended and overheated, putting the central bank in a tough spot as it attempts to apply some interest rate brakes while fiscal policy lays on the accelerator.
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What to watch for from the Fed Meeting
Without a press conference with this Fed Meeting, TD Ameritrade turned to Tematica Chief Macro Strategist Lenore Hawkins for some insights into what we might see with regards to interest rate hikes.
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Q1 GDP Report Shows Infrastructure Investment Still Lacking
The first quarter GDP report revealed that the level of government investment in infrastructure remains historical lows, reducing productivity, thus lowering potential economic growth. The disregard for this vital part of the economy cannot continue indefinitely, which makes for a potential boon for those companies poised to benefit from the upcoming investment cycle.
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Debt, Debt and More Debt
While U.S. Consumer credit increased less than expected in January, we are concerned with what we are seeing in consumer loans and debt in general across the world. Auto Loans With our Cash-Strapped Consumer investing theme, the average amount financed and the duration of new auto loans continues to rise – same car, bigger […]
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Mama Mia! Italian Elections Continue the Anti-Establishment Trend
The results of the election last weekend in Italy continue the international trend of angry and frustrated voters dumping those in power, desperate for change.
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We are back to “bad-news-is-good-news” and “good-news-is-great-news”
Thursday’s report on retail sales reasonably should have given the market at least some pause, but the market ignored the disappointing numbers and kept moving on up. The coming months and year are likely to be more challenging for investors than 2017, which is all the more reason to have solid investment strategies based on long-term themes.
The bottom line for the week is equities appear to have shrugged off the concerns from earlier in the month, 3-4 Fed hikes are increasingly likely and wage growth for much of the country remains stubbornly elusive despite the tightening labor market. We believe we have a decent grasp on what is behind the wage conundrum, but that is a topic for another day. As for what to expect from the markets in the coming weeks, we suspect that we are not out of the woods and that another retest of the recent lows is likely before moving on to make new highs.
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