On this episode of the Thematic Signals podcast, Tematica’s Chris Versace digs into why 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 true given the potential for the Fed to NOT cut interest rates at its July monetary policy meeting, and for earnings guidance to be softer than Wall Street is expecting. We’ve also got several thematic signals, including ones for our Digital Lifestyle, Aging of the Population and the new Cleaner Living Index. If you listen carefully, Chris mentions not only one of his favorite companies for the second half of the
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Resources for this podcast:
- Chris Versace — @ChrisJVersace
- Tematica Research – https://www.tematicaresearch.com
- Tematica Research Cleaner Living Index
- Thematic Signals: https://www.tematicaresearch.com/thematic-signals/