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
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 power of disruptive technology leads to down dog taking down those trusty Levi 501s.
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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 eyeing Amazon as it implements robotics in its warehouses to improve its operations.
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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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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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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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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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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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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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