Market topic · 2026-10-05
There's 'excessive pessimism' in the markets, says Fundstrat's Tom Lee
Tom Lee, Fundstrat managing partner and head of research and Fundstrat Capital CIO, joins 'Squawk Box' to discuss the latest market trends, September jobs report, the Fed's inflation fight, impact of the midterm elections on the markets, state of crypto, and more.
Market response
See tape and rates board for confirmation; treat headline as a catalyst until price confirms.
Why it matters
Second-order: map to Fed path, oil/inflation, AI hardware, or credit/breadth before sizing risk.
SPY
From the AlphaShot daily brief · 2026-10-05.