Cadence Design Systems

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Granny Shots

Ticker Appearances

First Word
Fri, September 20, 2024 | 7:50AM ET
Tomlee
Tom Lee, CFA AC

Head of Research

Fed "recalibrate" easing cycle = investors to "recalibrate" and embrace small-caps

This is day two since the Fed initiated a rate cutting cycle, and markets are reacting positively. Most notably, small-caps (IWM 1.98% ) are leading gains, even...

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First Word
Wed, September 18, 2024 | 7:45AM ET
Tomlee
Tom Lee, CFA AC

Head of Research

Post-FOMC, how equity markets trade in the next few weeks (or so) is noise. Fed "put" is back and 3 reasons the "good news not priced in"

Today is a short note in front of the Sept FOMC rate decision, which will be released at 2pm ET on Wed afternoon (9/18). There...

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First Word
Fri, September 13, 2024 | 7:50AM ET
Tomlee
Tom Lee, CFA AC

Head of Research

Tailwinds into Sept FOMC next week. But Sept has peculiar seasonality to be minding.

VIDEO: We see positive tailwinds supportive for stocks into next week and post-FOMC rate decision (Wed).  But we cannot also shake the peculiar seasonality of...

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First Word
Mon, September 9, 2024 | 7:45AM ET
Tomlee
Tom Lee, CFA AC

Head of Research

6 reasons we expect S&P 500 to finish 2024 strong, despite challenges for next 8 weeks

VIDEO: While next 8 weeks are challenging, we discuss 6 reasons stocks likely finish second half of 2024 strong. Please click below to view our Macro...

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