Macro Minute Video
Sun, August 18, 2024 | 7:52PM ET
Tom Lee New Img
Tom Lee, CFA AC

Head of Research

Video: Macro Minute: Fed Chair remarks at Jackson Hole likely to solidify that 8/5 was summer low.

VIDEO: The dread post the July FOMC turned into "uncertainty" last week as markets recovered.  We believe Jackson Hole will compel many skeptical investors into...

Macro Minute Video
Sun, August 11, 2024 | 7:43PM ET
Tom Lee New Img
Tom Lee, CFA AC

Head of Research

Video: Macro Minute: We are watching 3 things this week. At top of list is Middle East conflict. 

VIDEO: There are 3 things we are watching closely this week. At the top of the list is a potential imminent attack by Iran on...

Macro Minute Video
Sun, July 28, 2024 | 10:04PM ET
Tom Lee New Img
Tom Lee, CFA AC

Head of Research

Video: Macro Minute: Post-FOMC press conf (2:30pm), equities rallied 5D last 5 of 6 instances. Small-cap remains most compelling.

VIDEO: The Wed FOMC meeting key this week.  Markets managed to rally 5 of the last 6 FOMC meetings. Please click below to view our Macro...

Macro Minute Video
Tue, July 23, 2024 | 9:04PM ET
Tom Lee New Img
Tom Lee, CFA AC

Head of Research

Video: Macro Minute: Two key developments this week (so far). First, "technical confirmation" of the small-cap breakout and second, evidence this is funded by rotation out of large-caps.

VIDEO: The "summer of small caps" appears to be triggering a rotation out of large-cap as noted by Mark Newton, Head of Technical Strategy.  Also, the...

Macro Minute Video
Thu, June 13, 2024 | 5:51PM ET
Tom Lee New Img
Tom Lee, CFA AC

Head of Research

Video: Macro Minute: The CPI, PPI and NY Fed reports show so much disinflation, markets are skeptical. But this week reinforces our view inflation is falling like a rock = supportive of higher P/E into year-end

VIDEO: The key inflation reports this week CPI, PPI, NY Fed were dovish.  And the magnitude of improvement so significant, markets are skeptical Please click...

Macro Minute Video
Tue, June 11, 2024 | 2:21PM ET
Tom Lee New Img
Tom Lee, CFA AC

Head of Research

Video: Macro Minute: We expect markets to rally post-CPI and post-FOMC because consensus too "hawkish" into Wednesday.

VIDEO: Overall, we expect markets to rally post-CPI and post-FOMC given the anxiety ahead of the release. Please click below to view our Macro Minute (duration: 5:04)....

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