Tom Lee's Equity Strategy
Financial Markets Panicked This Week, On The Double Whammy of Omicron + Powell Taper
In other words, Omicron is truly an anagram (hint, moronic). We will discuss the catastrophic impact on financial markets later in this note, but as...
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Tom Lee's Equity Strategy
White House is Keeping Market on “Cliff Edge”, Cases Now Rising in 30 states.
Wave 4 is underway and this is not surprising this is our base case. We also expect this surge to peak below wave 3 peak...
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Tom Lee's Equity Strategy
USA + INDIA > REST OF WORLD
We have compiled relative performance of equity markets by country/region. And a simple glance makes something evident:YTD, only 2 regions have seen pronounced outperformanceIndia and...
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Tom Lee's Equity Strategy
3 Reasons Small-Caps May Soon Break To Upside, Adding Further to YE Everything Rally
Yet, there was no “inflation” reaction in markets:10-year yield fell –> not inflation reactionFed futures show decline in odds of a hike –> dovish reactionCyclical...
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Tom Lee's Equity Strategy
3 Reasons Small-Caps May Soon Break To Upside, Adding Further to YE Everything Rally
So, it seems like the approval of boosters, along with approval of vaccinations for children, is driving a surge in Americans getting vaccinated. _Boosters probably...
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Tom Lee's Equity Strategy
The “Great Resignation”- 6 Supply Reasons That Labor Market Tightness Is Transitory
The most recent tabulation of job openings, or the JOLTS survey, shows there are 7.4 million job openings. This is above the 7.2 million shown...
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