BITWISE 10 CRYPTO IDX UT

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CRYPTO_NEWSLETTER

Ticker Appearances

First Word
Wed, June 15, 2022 | 7:50AM ET
Tomlee
Tom Lee, CFA AC

Head of Research

Markets far more de-risked into June FOMC. And +75bp brings rates closer to market expectations.

Since Friday's CPI (higher CPI) and U Mich Consumer Confidence survey (rise in consumer inflation expectations), consensus expectations for June is now a 75bp hike...

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First Word
Mon, June 13, 2022 | 7:50AM ET
Tomlee
Tom Lee, CFA AC

Head of Research

Investors have become "single issue" voters (inflation)... and Tech + small-caps quietly gaining

The May CPI report (reported Friday), coupled with the U Mich Consumer Confidence survey, showed inflation remains sticky. And while there was some evidence, on...

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First Word
Fri, June 10, 2022 | 7:50AM ET
Tomlee
Tom Lee, CFA AC

Head of Research

Emerging leadership of Tech + China supports better 2H outlook... more signs forward inflation cooling

As many of our clients have remarked recently, every economic data point is really an inflation report. Repeating the obvious logic: trajectory of inflation impacts...

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First Word
Fri, June 3, 2022 | 7:50AM ET
Tomlee
Tom Lee, CFA AC

Head of Research

As probabilities of benign-er outcomes rise, FAANG/Nasdaq should rebound first

The big event this week will be the May payrolls report. This is a case where bad news is good news. A strong jobs figure...

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