Comments
Tue, June 11, 2024 | 7:48PM ET
Sean Farrell
Sean Farrell AC

Head of Crypto Strategy

Near-Term DXY Top is Still In, HPC Miners Outperform

Today, we discuss our views on the recent sharp decline in prices, the rise in the DXY, our outlook on tomorrow's significant macro data, and...

Macro Minute Video
Tue, June 11, 2024 | 2:21PM ET
Tom Lee, CFA
Tom Lee, CFA AC

Head of Research

Video: Macro Minute: We expect markets to rally post-CPI and post-FOMC because consensus too "hawkish" into Wednesday.

VIDEO: Overall, we expect markets to rally post-CPI and post-FOMC given the anxiety ahead of the release. Please click below to view our Macro Minute (duration: 5:04)....

Videos
Sun, June 9, 2024 | 10:18PM ET
Tom Lee, CFA
Tom Lee, CFA AC

Head of Research

Video: Macro Minute: May CPI and June FOMC (both Wed this week) likely viewed positively by equities. Equities positive 5D later 5 of last 6 FOMC meetings.

VIDEO: The key event this week is Wed with CPI and FOMC.  While markets are generally anxious into these meetings, we discuss why history shows...

Comments
Thu, June 6, 2024 | 7:18PM ET
Sean Farrell
Sean Farrell AC

Head of Crypto Strategy

Miners to Benefit from HPC, Robinhood Increasing Crypto Proximity

In today's video, we discuss the intersection of bitcoin miners and high-performance computing (HPC), as well as the positive implications of Robinhood's pending acquisition of...

Macro Minute Video
Tue, June 4, 2024 | 8:26PM ET
Tom Lee, CFA
Tom Lee, CFA AC

Head of Research

Video: Macro Minute: JOLTS misses by -2.8 std dev as job market cools sharply = "bad news is good news." Rally at close in each of last 3 days is sign of institutional accumulation.

VIDEO: Stocks are inching higher in this first week of June.  Notably, buying has taken place at the end of the day, which is historically...

Comments
Tue, June 4, 2024 | 7:11PM ET
Sean Farrell
Sean Farrell AC

Head of Crypto Strategy

Coinbase Premium Returns on Positive Move in Rate Expectations, and Why Bitcoin Mining and AI Might Be the Perfect Match

Today, we discuss how recent economic data is pushing the Fed Funds futures market in the right direction, the influence of rate expectations on the...

Macro Minute Video
Sun, June 2, 2024 | 4:44PM ET
Tom Lee, CFA
Tom Lee, CFA AC

Head of Research

Video: Macro Minute: Important macro week ahead and generally "bad news is good news" = markets prefer softer economic readings. But overall outlook for June positive

VIDEO: An important macro week ahead with the highlight being May jobs report on Friday.  We overall remain dip buyers in June Please click below...