Intraday Alert
Wed, September 17, 2025 | 1:42PM ET
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Tom Lee, CFA AC

Head of Research

Thoughts ahead of FOMC rate decision at 2pm ET

At 2:00pm ET today, the FOMC will make its interest rate decision for September and a press conference starting at 2:30pm ET:The Street is expecting...

Intraday Alert
Thu, July 17, 2025 | 8:18PM ET
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Tom Lee, CFA AC

Head of Research

MARKETING DECK: P/E should likely be expanding in 2026

NEW BULL VS LATE CYCLE: 6 REASONS IN FAVOR OF “NEW BULL”US COS SURVIVED 6TH MAJOR “STRESS TEST” YET P/E LOWERINVESTMENT OUTLOOK BETTER NOW THAN...

Intraday Alert
Fri, May 16, 2025 | 4:00PM ET
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Tom Lee, CFA AC

Head of Research

MARKETING DECK: Looking ahead to 2026 argues for P/E expansion

OFF-SIDES: 5 REASONS INVESTORS ARE OFF-SIDESRECESSION COMING = SELL USA EQUITIESSUPPLY CHAIN HIT = SHORT US CYCLICALS & SMALL-CAPSVIX SURGE = INSTITUTIONS FORCED TO DE-RISKEND...

Intraday Alert
Wed, March 12, 2025 | 10:52AM ET
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Tom Lee, CFA AC

Head of Research

Feb Core CPI downside +0.23% MoM better than "seasonal" fears and outright good

Feb Core CPI came in at +0.23% MoM, which is better than consensus of +0.29% MoM and the number is clean. That is, the downside...

Intraday Alert
Fri, January 10, 2025 | 12:19PM ET
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Tom Lee, CFA AC

Head of Research

It's politics...U Mich inflation surge solely political divide. Rep see +0.1% vs Dems see +4.2%... Yup

Equity markets are under selling pressure due in part to a solid jobs report (actually a good thing) and intensified by a "really hot" U...

Intraday Alert
Wed, November 27, 2024 | 1:10PM ET
Tom Lee New Img
Tom Lee, CFA AC

Head of Research

Oct Core PCE +0.27% MoM is +0.23% ex-magazines. Affirms inflation "falling like a rock" and Fed stays dovish

Today's Oct Core PCE came in at +0.27% MoM, slightly better than consensus of +0.28%. The YoY came in at +2.80% YoY. The details of...

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