The Datafication of Everything
At the intersection of our Connected Society and Disruptive Innovators investing themes sits those companies that will turn the datafication of our lives into actionable information.
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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
Airbnb outpaces Hilton
Airbnb continues to experience high growth as it benefits from the tailwinds of our Connected Society and Middle-Class Squeeze investment themes.
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Less Booze, More Kombucha?
As Americans drink less booze adult beverage companies are being forced to get creative with their product offerings.
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Retirement Plans Disappear When Parents And The Kids Return Home
More and more Americans are finding that instead of enjoying their retirement, they are instead supporting their adult children and aging parents at the intersection of our Aging of the Population and Middle-Class Squeeze investing themes.
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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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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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