Cocktail Investing

In this week's program, Tematica's investing mixologists, Chris Versace and Lenore Hawkins discuss the week's economic data, relevant political events and share where they have spotted a few of the latest Thematic Signals. From Wawa embracing the Connected Society’s mobile ordering like Starbucks and Panera to the rebound in HP's ink sales, as well as Jimmy Choo sharing its view on the how and why brick & mortar retail shopping has to change and why Red Robin thinks casual dining has “had its moment.“ Lenore and Chris break it all down and share what it means. Tematica’s mixologists also tackle the underlying assumption in President Trump’s 2018 budget, react to Treasury Secretary Steve Mnuchin’s call to increase the debt ceiling, share why the OPEC production cut extension is likely good for US energy companies, and dissect the latest economic data. As they do this, they dig into why they are increasingly confident GDP and earnings expectations for the back half 2017 have a greater likelihood of being re