Cocktail Investing

In this week's program, Tematica's investing mixologists, Chris Versace and Lenore Hawkins discuss the week's economic data, relevant political happenings and share where they have spotted a few of the latest Thematic Signals.                                                                                                        The Republicans’ plan to repeal and replace the Affordable Care Act has fallen flat, which calls into question the ability to pass the substantive tax reforms upon which market valuations have been based. The timing of tax reform legislation is looking like it will go head to head with not only when the Congressional Budget Office expects the federal government to hit the debt ceiling, but also during the height of 2017 election campaigning. We continue to see more data pointing to a slowing domestic economy even as the stock market continues to melt higher as we enter 2Q 2017 earnings season. Lenore explains why greater growth opportunities outside the US might offer more attractive