Things to Watch: Next 30 Days
Some potential events that we’re tracking closely which could have a market impact in the near future:
- Chips ahoy. Market wobbling ascribed to renewed concerns about big tech capex (see below) continues to put a spotlight on chip producers. The herd of earnings reports coming (ASML on 7/15, TSMC on 7/16, Intel and STMicroelectronics on 7/23, Arm on 7/29, Seagate on 8/4) over the next few weeks justifies preparation of Rapid Response communications that are centered on responses to disappointing news from chip producers.
- Stagflation concerns. If you prepared Rapid Response communications focused on stagflation in preparation for last Thursday’s confluence of Q1 GDP and PCE reports – or even if you thought about doing so – get ready. On July 30, the same scenario repeats with greater likelihood of a “stagflation” storyline as the June PCE print and the advance Q2 GDP estimate will be dropping and communications highlighting ideas for navigating higher rates and lower growth may resonate.
- CapEx questions. With the biggest tech companies due to report earnings over the next few weeks (Alphabet and IBM on 7/22, SAP on 7/23, Microsoft and Meta on 7/29, and Apple and Amazon on 7/30), markets’ new worries about capex will be put to the test. It could be worthwhile to prepare Rapid Response communications that offer ideas for diversifying equity portfolios and deploying them in advance of the actual earnings to take advantage of likely market interest.
- FOMC sans signals. Episode 2 of Warsh FOMC will take place on July 28-29. While there is near unanimity that rates won’t move, Warsh’s approach to limit signaling—coupled with the CPI and PPI prints this week—open the door to surprises and offer Rapid Response communications opportunities both after (if there’s a surprise) or before (raising the possibility of surprise).
EMI Rapid Response Calendar
TUESDAY, JULY 21ST
WEDNESDAY, JULY 22ND
THURSDAY, JULY 23RD
FRIDAY, JULY 24TH
MONDAY, JULY 27TH
TUESDAY, JULY 28TH
WEDNESDAY, JULY 29TH
THURSDAY, JULY 30TH
MONDAY, AUGUST 3RD
TUESDAY, AUGUST 4TH
WEDNESDAY, AUGUST 5TH
THURSDAY, AUGUST 6TH
FRIDAY, AUGUST 7TH
SATURDAY, AUGUST 8TH
WEDNESDAY, AUGUST 12TH
THURSDAY, AUGUST 13TH
FRIDAY, AUGUST 14TH
Rapid Response Programs Are Proven to Work…
Rapid Response coaching and support from EMI
Interested in attending a half-day workshop to learn about a systematic, scalable approach to creating communications based on the calendar? Or would you prefer a full-service approach and have rapid response communications crafted for you? We can help.
Contact Anthony Nygren, EMI Executive Vice President (617-226-4304).
About Us
EMI has over 30 years of deep domain experience partnering with B2B and B2C clients in highly regulated markets. We bring the disciplined analysis, strategic thinking, and objectivity of a consulting firm together with the creativity, pragmatism, and executional capabilities of a brand-driven marketing agency.
The fact that we have clients who are leaders in their industries and have been with us for decades speaks for itself. We build marketing strategies and execute tactical plans designed to drive more leads, better conversions, and greater customer lifetime value. Our deep understanding of complex businesses and regulated industries allows us to move quickly with minimal handholding and onboarding to quickly deliver value for clients. We get in the trenches and understand each client’s internal structures and processes, their external challenges and opportunities, their objectives and goals. We are extra hands and minds for our clients. We assess any gaps and slot in as part of your team to ensure we connect all the dots, whether those gaps are in strategy, research, analysis, creative, technology, or project management.
About Anthony Nygren
Executive Vice President, Investments Practice
Anthony has 20+ years of experience in marketing strategy, execution, and competitor and market analysis. He is passionate about understanding customer motivation and behavior and finding ways to turn that understanding into more effective sales and marketing strategies. Anthony’s experience spans a broad spectrum of industries, turning data-driven market insights into initiatives that produce top- and bottom-line results.