The Wall Street Debrief
Market Intelligence
The Wall Street Debrief
Market Intelligence
- The Wall Street Debrief
- The Wall Street Debrief
S&P 500, Nasdaq Finish Higher For 4th Straight Week
Good evening: What a summer rally it’s been for markets. Amid the hubbub of recessionary fears, 40-year-high inflation, war, supply chain challenges, and rising rates, everyone has become fixated on a new question: Given the recent rally, is the bear market of 2022 over? Tom Lee, our Head of Research,...
- The Wall Street Debrief
Markets Fall and Then Recover After Strong Jobs Number
Good Evening: The market had a strong week and Consumer Discretionary and Technology led the gains. However, a negative catalyst in the form of exceptionally strong jobs numbers proved an obstacle for the rally. As economic data has been slowing in some areas, speculation had been mounting that a dovish...
The Wall Street Debrief
Markets Reverse Friday After Steady Week
Good Evening: Markets had a relatively strong week, given what we’ve been seeing, with a sour ending. This S&P 500 actually got above 4,000 today...
The Wall Street Debrief
Amid Hot Inflation, Markets Holding Steady
Good Evening: Our research heads engaged in a lively discussion Thursday morning in New York. Here are the highlights: TOM LEE, HEAD OF RESEARCH: THE...
The Wall Street Debrief
Jobs Comes in Well Above Consensus, Diving Into Different Views of Our Research Departments
Good Evening: Markets had a strong week after the 4th of July holiday although light volume during peak summer vacation time likely kept a lid...
- The Wall Street Debrief
Markets Have First Down Week in Four, Meme Stocks Make a Comeback
Good Evening: The market had its first down week after a strong rally. Macro concerns are high and there’s no shortage of bears on the street. At the same time, inflation rolling over has proven a strong catalyst. When inflation is high bonds and stocks are positively correlated, which gives...
The Wall Street Debrief
Managing Emotions Amid Volatility
Good Evening: _“People are like stained-glass windows. They sparkle and shine when the sun is out, but when the darkness sets in, their true beauty...
The Wall Street Debrief
Markets Sell-Off on Hot Inflation, Bad Consumer Sentiment
Good Evening: Markets were thrashed on Friday by a white-hot CPI print and also the lowest level for the University of Michigan Consumer Sentiment survey...
The Wall Street Debrief
Why Tom Lee and Mark Newton Are Bullish
Good Evening: “You look at every bear market and they’ve always basically occurred because of an uptick in inflation and an uptick in interest rates.”...
The Wall Street Debrief
Is The Bottom In? Markets Have Positive Week After PCE
Good Evening: Markets broke an 8-week losing streak. The beginning of the week was tough, and not much has changed regarding the many risks facing...
