Macro Minute Video
Mon, November 24, 2025 | 5:49PM ET
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Tom Lee, CFA AC

Head of Research

Video: Macro Minute: 5 reasons we still expect a YE S&P 500 rally to 7,000-7,300

Video_: _We discuss how this selloff of 6% the Oct highs is actually pretty routine. And we list the 5 arguments for why stocks rally...

Macro Minute Video
Fri, November 21, 2025 | 12:41AM ET
Tom Lee New Img
Tom Lee, CFA AC

Head of Research

Video: Macro Minute: 5 things that likely 'spooked' the market today triggering that ugly reversal

Video_: _We discuss the 5 possible factors that triggered the disappointing reversal for equity markets.  NVDA -3.77%  posted strong results and equities should have had a...

Macro Minute Video
Thu, November 20, 2025 | 1:41AM ET
Tom Lee New Img
Tom Lee, CFA AC

Head of Research

Video: Macro Minute: $NVDA results beat and major relief for investors = expect positive follow through for equities

Video_: _We had expected equities would rally post-NVDA, partially due to relief and partially reflecting that the stock was down into earnings.  We still expect...

Macro Minute Video
Wed, November 19, 2025 | 1:18AM ET
Tom Lee New Img
Tom Lee, CFA AC

Head of Research

Video: Macro Minute: All eyes on $NVDA.  Given stock flat past 5 mos and caution on AI, probabilities favor post-EPS rally

Video_: _NVDA -3.77%  stock has been flat for the past 5 months and the P/E is the lowest since June 2025.  So a lot of caution...

Macro Minute Video
Mon, November 17, 2025 | 7:50PM ET
Tom Lee New Img
Tom Lee, CFA AC

Head of Research

Video: Macro Minute: Private credit jitters brings up the wall of worry again, but we see macro catalysts as we move through this week

Video_: _Equity markets are again nervous and the wall of worry is growing. The VIX surged today to 22, above the long-term avg of 19.5,...

Macro Minute Video
Thu, November 13, 2025 | 11:38PM ET
Tom Lee New Img
Tom Lee, CFA AC

Head of Research

Video: Macro Minute: Turbulence grows as Fed officials push back against Dec cut.  Still in Nov chop but we see gains by month end

Video_: _Fed officials are still pushing back against a Dec cut, which is making markets more wary.  And markets have a new "wall of worry"...

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