Announcement
Super Grannies and Market Update – June 30 Webinar Cancelled

If June Core CPI (7/11) below +0.25%, likely triggers rotations in small-caps, Industrials, Financials and "laggard" FAANGs

VIDEO: If June Core CPI is as soft as we expect, we think this triggers a rotation to small-caps, industrials and Financials as well as towards "laggard" FAANGS.

Please click below to view our Macro Minute (duration: 4:38).

Our base case remains that July is a positive month for stocks, supported by softening inflation picture and by the still lingering skepticism towards stocks. Inflation and the Fed's reaction is the focus of the macro data th...

Finish reading this report for free

Enter your email and we’ll send the paywall-free link directly to your inbox

In addition to your unlocked report, you will receive our weekly market newsletter FSI Snapshot, as well as occasional updates and offers from FS Insight. You can unsubscribe at any time. For more information, see our privacy policy.

Get unlimited access to Tom Lee’s Fundstrat research Subscribe
Already a member? Log in

More from the author

Disclosures (show)

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 2/2

🎁 Unlock 1 extra article by joining our Community!

You are reading the last free article for this month.

By continuing, you agree to the Terms of Service and Privacy Policy.

Already have an account? Sign In

Trending tickers in our research

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 2/2

🎁 Unlock 1 extra article by joining our Community!

You are reading the last free article for this month.

By continuing, you agree to the Terms of Service and Privacy Policy.

Already have an account? Sign In