Tom Lee: If Gold can rerate higher, then so can equities
CNBC Television·2026-02-12 00:20
Let's ask Tom Lee. He is Fund Strat's managing partner and head of research. Welcome back.>> Great to see you, Scott. >> So, what do you make of the price action today. This was a undoubtedly better than expected jobs report.Yields ticked up. Maybe expectations of cuts by the Fed ticked down. We're trying to just figure it all out today.Yes, I think that macro is a little confusing for investors at the moment because we not only have a new Fed chair that's announced and his policy stance isn't clear, but I ...