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☆ Fundstrat's Tom Lee sees opportunities in small-caps this year
▼ + stars: | 2024-03-08 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFundstrat's Tom Lee sees opportunities in small-caps this yearTom Lee, Fundstrat Global Advisors managing partner and head of research, joins 'The Exchange' to discuss where the markets could be heading, how to position, and more.

Persons: Tom Lee Organizations: Fundstrat Global Advisors

☆ Fundstrat's Tom Lee weighs in on Bitcoin passing $68,000
▼ + stars: | 2024-03-04 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFundstrat's Tom Lee weighs in on Bitcoin passing $68,000Hosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Tom Lee, Brian Sullivan, “ Organizations: CNBC

☆ Corporate greed is pushing prices up even as the main drivers of inflation keep falling, Fundstrat's Tom Lee says
▼ + stars: | 2024-03-04 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +2 min

Corporate greed drove inflation higher in January, according to Fundstrat's Tom Lee. AdvertisementCorporate greed is the reason why inflation was hotter than expected to start the year, according to Fundstrat's head of research Tom Lee. Speaking to CNBC on Friday, Lee pointed to the slight uptick in January consumer inflation, with prices rising 3.1% year-over-year. That suggests the hotter-than-expected inflation reading to start 2024 was likely due to corporate "greedflation," or simply, businesses hiking prices because they're able to. Advertisement"The arching reality is that inflation is falling ... A lot of companies raise prices in the month of January and it doesn't get captured," Lee said.

Persons: Tom Lee, Lee, —, doesn't Organizations: Service, CNBC, Federal Reserve

☆ No cuts this year would make a big difference to the stock market, says Fundstrat's Tom Lee
▼ + stars: | 2024-03-01 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNo cuts this year would make a big difference to the stock market, says Fundstrat's Tom LeeHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Tom Lee, Brian Sullivan, “ Organizations: CNBC

☆ If the Fed doesn't cut in the spring it will pressure stocks, says Fundstrat's Tom Lee
▼ + stars: | 2024-02-23 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIf the Fed doesn't cut in the spring it will pressure stocks, says Fundstrat's Tom LeeTom Lee, Fundstrat, joins 'Closing Bell' to discuss his call for more upside ahead for stocks and market sentiment.

Persons: Tom Lee Tom Lee

☆ 'Patient money' is the money that's been working the last few years, says Fundstrat's Tom Lee
▼ + stars: | 2024-02-21 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'Patient money' is the money that's been working the last few years, says Fundstrat's Tom LeeTom Lee, Fundstrat Global Advisors managing partner and head of research, joins 'Squawk Box' to discuss the latest market trends, why he expects stocks to draw-down at some point in the first half, inflation outlook, state of bitcoin, and more.

Persons: that's, Tom Lee Tom Lee Organizations: Fundstrat Global Advisors Locations: bitcoin

☆ Bitcoin could get as high as $150,000 this year, says Fundstrat's Tom Lee
▼ + stars: | 2024-02-21 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBitcoin could get as high as $150,000 this year, says Fundstrat's Tom LeeTom Lee, Fundstrat Global Advisors managing partner and head of research, joins 'Squawk Box' to discuss the latest market trends, why he expects stocks to draw-down at some point in the first half, inflation outlook, state of bitcoin, and more.

Persons: Tom Lee Tom Lee Organizations: Fundstrat Global Advisors Locations: bitcoin

☆ Fundstrat's Tom Lee says the market is showing some signs of fatigue, urges investors to be 'patient'
▼ + stars: | 2024-02-21 | by ( Samantha Subin | ) www.cnbc.com time to read: +1 min

Lee anticipates a positive setup for markets over the next 12 months, but views some signs of market fatigue in the near term after rallying for the better part of the last 16 weeks. Some investors have turned slightly cautious in recent sessions following hotter-than-expected reports on consumer and producer prices in January. However, Lee views the print as a reflection of "difficult seasonals" as companies lift prices in January, and expects the narrative to reverse course in February. Given this setup, Lee is urging investors sitting on cash to consider slowly dip their toes into the market during periods of weakness and remain "patient." "Patient money is really the money that's been working the last few years," he said.

Persons: Tom Lee, Lee, that's Organizations: Fundstrat Global

☆ Nvidia earnings will expose 'how much fire power is left in the market', says Fundstrat's Tom Lee
▼ + stars: | 2024-02-20 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia earnings will expose 'how much fire power is left in the market', says Fundstrat's Tom LeeHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Tom Lee, Brian Sullivan, “ Organizations: CNBC

☆ AI isn't a bubble, there's real demand there, says Fundstrat's Tom Lee
▼ + stars: | 2024-02-12 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAI isn't a bubble, there's real demand there, says Fundstrat's Tom LeeHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Tom Lee, Brian Sullivan, “ Organizations: CNBC

☆ The commercial real estate crisis will prompt the Fed's first rate cut in May, top economist says
▼ + stars: | 2024-02-09 | by ( Yuheng Zhan | ) www.businessinsider.com time to read: +3 min

Yet, nearing mission-accomplished on inflation won't be the reason the central bank cuts rates, according to one top economist. Instead, Komal Sri-Kumar, president of Sri-Kumar Global Strategies, says that the ongoing commercial real estate crisis will force the Fed to cut rates as early as May. Lessons from the 2008 crisis show that the Fed should cut sooner rather than later to avoid the worst of the pain, Sri-Kumar said. The fears stem in part from exposure to commercial real estate. "The commercial real estate problem is also now in Europe.

Persons: —, Komal, Kumar, Lehman, Janet Yellen, it's, China's, Jerome Powell, Tom Lee Organizations: Service, Sri, Kumar, Business, Lehman Brothers, York Community Bank, Evergrande Locations: China, Europe, Japan

☆ Fundstrat's Tom Lee: Stock market is getting stronger
▼ + stars: | 2024-02-02 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFundstrat's Tom Lee: Stock market is getting strongerTom Lee, Fundstrat Global Advisors managing partner, joins 'Closing Bell' to discuss the Fed decision and market reaction.

Persons: Tom Lee Organizations: Fundstrat Global Advisors

☆ The Fed faces a big challenge in cutting interest rates with the economy roaring, Nobel laureate Paul Krugman says
▼ + stars: | 2024-02-02 | by ( Filip De Mott | ) www.businessinsider.com time to read: +3 min

The US economy is in a better-than-Goldilocks state, economist Paul Krugman wrote for The New York Times. "We have an economy that is both piping hot (in terms of growth and job creation) and refreshingly cool (in terms of inflation)." It places the Fed in a tough position, as it has reasons to cut or keep interest rates steady. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . Fundstrat's Tom Lee remains confident of a March turnaround, citing that Powell generally indicated a readiness to start slashing rates.

Persons: Paul Krugman, —, Krugman, Powell, Wednesday's, Bankrate's Mark Hamrick, Fundstrat's Tom Lee Organizations: The New York Times, Service, Federal Reserve, Fed

☆ Watch CNBC’s full interview with Fundstrat's Tom Lee, NewEdge's Cameron Dawson and Big Technology’s Alex Kantrowitz
▼ + stars: | 2024-02-02 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Fundstrat's Tom Lee, NewEdge's Cameron Dawson and Big Technology’s Alex KantrowitzFundstrat's Tom Lee, NewEdge Wealth’s Cameron Dawson and Big Technology’s Alex Kantrowitz, join 'Closing Bell' to discuss the Fed decision and market reaction.

Persons: Fundstrat's Tom Lee, NewEdge's Cameron Dawson, Big, Alex Kantrowitz Fundstrat's Tom Lee, NewEdge Wealth’s Cameron Dawson, Alex Kantrowitz

☆ Why one firm thinks a March cut is even more likely after 'surprise' Fed comments
▼ + stars: | 2024-02-01 | by ( Aruni Soni | ) www.businessinsider.com time to read: +1 min

Fundstrat's Tom Lee thinks a March cut is even more likely after "surprise" Fed comments. Powell's cautious tone sent stocks into the red on Wednesday, after he announced a March rate cut was unlikely. "We perceive such remarks as the Fed trying to herd the 'hawks.'" "We see higher probabilities for March cut than consensus," Fundstrat's Tom Lee wrote in a note on Thursday. Bank of America said Powell's remarks were a "surprise" to investors who have been pining for an early Fed pivot.

Persons: Fundstrat's Tom Lee, —, Tom Lee, Jerome Powell's, Stocks, Powell's Organizations: Service, Fed, Bank of America, Business

☆ Busy Fed week, tech earnings could dictate the course of this rally, Fundstrat’s Tom Lee says
▼ + stars: | 2024-01-29 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +1 min

Investors are embarking on a hectic week with key tech companies reporting and a big Federal Reserve meeting – and it could shape the next steps for the stock market's rally, said Fundstrat's Tom Lee. The surge in Big Tech helped carry the S&P 500 to a fresh record – and its first close above 4,900. "We were penciling in 5,000 [on the S&P 500], and we could maybe go higher," he said. "I do think we continue to be strong, but then after that, there's a big air pocket," Lee added. His year-end target for the S&P 500 is 5,200.

Persons: Tom Lee, Lee, CNBC's Contessa Brewer Organizations: Research, Fundstrat Global Advisors, Investors, Reserve, Microsoft, Apple, Meta, Big Tech, Dow Jones

☆ It's a make-or-break week for the stock market. Here's why.
▼ + stars: | 2024-01-29 | by ( Dan Defrancesco | ) www.businessinsider.com time to read: +6 min

download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. In today's big story, we're looking at why this is such a big week for the stock market . The big storyA week to rememberThree trends in the stock market are bound to vault equities higher in 2024, Wall Street strategists say. Getty ImagesWe're less than a month into 2024, but this week could determine the market's trajectory for the rest of the year. Tim Cook AppleThe information overload comes amid an uncertain time for Big Tech and the broader stock market.

Persons: —, Netflix's, it's, Matthew Fox, Jerome Powell's, Tim Cook, Tesla, haven't, we'll, Fundstrat's Tom Lee, Read, Jamie Dimon, Larry Downing, Jennifer Piepszak, Marianne Lake, Troy Rohrbaugh, Jeffrey Gundlach, Buckle, Mohamed El, isn't, Erian, Lyra, Maven, Tyler Le, Liquidators, Max Organizations: Service, Business, Wall, Big Tech, Microsoft, Fed, Apple, Nvidia, Meta, Google, optimist, JPMorgan, DoubleLine, Prime, Comcast, Warner Bros, Lyra Health, Hong, Alaska Airlines Locations: India, Japan, Hong Kong, China, Alaska

☆ Fundstrat's Tom Lee: Markets could see a 7% draw down after this month
▼ + stars: | 2024-01-16 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFundstrat's Tom Lee: Markets could see a 7% draw down after this monthHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Tom Lee, Brian Sullivan, “ Organizations: CNBC

☆ CHART OF THE DAY: Technology stocks will grow to 50% of the S&P 500 amid a growing labor shortage, Fundstrat says
▼ + stars: | 2024-01-15 | by ( Matthew Fox | ) www.businessinsider.com time to read: +3 min

Fundstrat's Tom Lee believes that the technology sector will one day make up 50% of the S&P 500. During periods of extended labor shortages, like during the 1950s, 1960s, and 1990s, technology stocks significantly outperformed the S&P 500. "Technology demand, in our view, will accelerate as companies seek to offset labor shortage," Fundstrat said. "The outperformance of technology during periods of labor shortage is substantial — and we believe the forecasted 2015 to 2047 [labor shortage] to benefit technology stocks," Fundstrat said in a recent note. "We like technology/FAANG $XLK $QQQ," Lee said, referring to the mega-cap tech stocks, the technology sector, and the Nasdaq 100.

Persons: Fundstrat's Tom Lee, —, Tom Lee, Fundstrat, Lee Organizations: Service, Technology, Nasdaq Locations: Fundstrat

☆ The stock market will 'zig-zag' 5% higher toward new record levels in December, Fundstrat says
▼ + stars: | 2023-11-27 | by ( Matthew Fox | ) www.businessinsider.com time to read: +3 min

The stock market is poised to jump 5% in December to test record highs, according to Fundstrat's Tom Lee. But it won't be a straight line higher, and the upcoming jobs and inflation reports could spark a temporary sell-off. AdvertisementThe stock market is poised to "zig-zag" towards record highs in December, with the S&P 500 rising 5% to 4,800, according to a Monday note from Fundstrat's Tom Lee. October personal consumption expenditures price data, set to be released on Thursday, should be "soft" and help drive stocks initially higher, according to Lee. But any stock market declines on the November jobs and inflation reports will likely be short-lived and Lee recommends investors buy the dip.

Persons: Tom Lee, Lee, —, Jerome Powell Organizations: Service, Federal Reserve, General Motors, Ford, Fed

☆ US stocks edge lower as investors size up solid Black Friday sales results
▼ + stars: | 2023-11-27 | by ( Matthew Fox | ) www.businessinsider.com time to read: +2 min

US stocks fell slightly on Monday as investors digested solid Black Friday retail sales data. The wave of consumer holiday spending is set to continue today with Cyber Monday deals. AdvertisementUS stocks edged slightly lower on Monday as investors digested solid holiday sales results from Black Friday. According to data from MasterCard, in-store sales increased 1.1% year over year on Black Friday, while e-commerce sales jumped 8.5%. "I would not look at strong Black Friday numbers as something the Fed has to panic about," he said in a Monday note.

Persons: —, Tom Lee Organizations: Consumers, Adobe Analytics, Service, Black, MasterCard, Federal Reserve, Dow Jones

☆ US stocks end lower as Black Friday and Cyber Monday sales come into focus
▼ + stars: | 2023-11-27 | by ( Matthew Fox | ) www.businessinsider.com time to read: +2 min

US stocks were lower on Monday as investors focused on the ongoing holiday spending season. Consumers spent a record $9.8 billion online during the Black Friday sales event, according to Adobe. AdvertisementUS stocks edged lower on Monday, as investors parsed data on the holiday shopping habits of US consumers amid the start of the holiday shopping season. Black Friday has become a mostly online shopping event in recent years as retailers extend their deals beyond brick-and-mortar stores. "I would not look at strong Black Friday numbers as something the Fed has to panic about," he said in a Monday note.

Persons: Consumers, —, Tom Lee Organizations: Adobe, Service, Adobe Analytics, MasterCard, Black, Federal Reserve, Dow Jones

☆ CHART OF THE DAY: Fear of missing out may heat up market rally even more after $240 billion fled stocks and $1 trillion flowed to safer bets
▼ + stars: | 2023-11-27 | by ( Matthew Fox | ) www.businessinsider.com time to read: +2 min

Despite a strong stock market rally since October 2022, investors have pulled money out of equity funds. Fund flow data reveals investors are still seeking out safer assets like bonds and money market funds. Investors have taken $240 billion out of stock market funds, suggesting to Fundstrat's Tom Lee that a FOMO rally is imminent. Over the same time period, they purchased $107 billion worth of bond funds and $1.1 trillion worth of money market funds. According to data from the Fed, retail investors are holding a record $1.6 trillion in money market funds, taking advantage of 5% interest rates.

Persons: Tom Lee, —, Lee, Cash Organizations: Investors, Service, Nasdaq, Federal Reserve Locations: Fundstrat

☆ FAANG and Tech are still the sectors to be in, says Fundstrat's Tom Lee
▼ + stars: | 2023-11-24 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFAANG and Tech are still the sectors to be in, says Fundstrat's Tom LeeTom Lee, Fundstrat Global Advisors, joins 'Closing Bell' to discuss his market outlook and sectors for investors to be in.

Persons: Tom Lee Tom Lee Organizations: Tech, Fundstrat Global Advisors

☆ Historical returns suggest Wall Street is wrong about 2024, and more big gains are coming for stocks
▼ + stars: | 2023-11-17 | by ( Matthew Fox | ) www.businessinsider.com time to read: +3 min

Wall Street's outlook for the stock market in 2024 is too bearish, according to Fundstrat's Tom Lee. He pointed to the historical distribution of annual stock market returns. Since 1900, the S&P 500 has experienced yearly gains of 10% or more 51% of the time. AdvertisementWall Street is too bearish on the stock market heading into 2024, according to a Friday note from Fundstrat's Tom Lee. AdvertisementThose 2024 stock market forecasts suggest there is still a lot of investor skepticism, which is apparent in fund flow data.

Persons: Tom Lee, —, Lee, Morgan Stanley's, Goldman Sachs, Fundstrat's Organizations: Service, Wall Street, P Global

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