We are back after a week off for some R&R . . . did we miss anything?  🙂

We did poke our heads up briefly last week to share with Tematica Investing subscribers our thoughts on the Brexit and the market’s “shoot first and ask questions later” response; but this week, in this special Tuesday-edition of the Monday Morning Kickoff:

• We dig deep into the June Quarter data slated for this week, as well as a look ahead to what promises to be a stormy earnings period. Read More >>
• While we are encouraged by the improving data for the domestic manufacturing economy, we find to be far more sobering the May Personal Income & Spending Report, and overall lackluster June tone for global manufacturing. Read More >>
• IIf we are right in our thinking, it will mean a big re-think on second half expectations compared to the current view that S&P 500 earnings will grow nearly 13 percent in the second half of 2016 compared to the first half. Read More >>

Monday Morning Kickoff 07-05-2016