Your Weekly Roadmap
Fri, September 9, 2022 | 6:14PM ET

Market Has First Week Up After Three Down, Dollar Reversal Spurs Risk Rally In Equities

Good Evening, Stocks ended up this week up after three straight weeks down. Shortly after opening, the S&P 500 moved above its 100-day moving average....

Tom Lee's Equity Strategy
Fri, July 29, 2022 | 5:36PM ET

The August 1982 moment: bear market “bottom” before Fed pivots – if true, new highs coming sooner than most expect

The biggest takeaway for me on events of this week? Convincing and arguably decisive evidence the “bottom is in” — the 2022 bear market is...

First Word
Fri, July 29, 2022 | 7:50AM ET

The August 1982 moment: bear market "bottom" before Fed pivots -- if true, new highs coming sooner than most expect

The biggest takeaway for me on events of this week? Convincing and arguably decisive evidence the "bottom is in" -- the 2022 bear market is...

First Word
Wed, June 15, 2022 | 7:50AM ET

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...

Alpha City
Fri, May 27, 2022 | 5:31PM ET

My Work Suggests The Market Still Faces Several Risks

There was a bounce this week. As I've previously said, markets were getting tactically oversold, and I expected a tactical bounce after eight consecutive down...

Tom Lee's Equity Strategy
Fri, May 27, 2022 | 5:31PM ET

Multiple signs economy shifting to “buyer’s market” vs seller’s = downside to inflation = justify stocks strengthening

Inflation and fears of surging inflation are top of mind. There are many causes behind this rise in inflation from supply chain woes, war-related disruptions,...

First Word
Fri, May 27, 2022 | 7:50AM ET

Multiple signs economy shifting to "buyer's market" vs seller's = downside to inflation = justify stocks strengthening

I had a conversation earlier this week with the owner of one of the largest privately held food producers in the US (tens of millions...