Federal Reserve Chair Jerome Powell's Friday speech showed the central bank was increasingly dovish, which can mean good news for small-cap stock performance, according to Tom Lee, head of research at Fundstrat. "The Fed acknowledging that the risks now are tilted to the labor market to be softening … especially because they don't think that tight labor markets are going to create inflation, that's a very good sign," Lee said on CNBC's "Squawk on the Street" Friday morning. "I think it means we have a dovish Fed again," Lee added. "That's kind of a green light for small caps." Lee's comments refer to Powell's Jackson Hole, Wyo., speech , where he indicated that interest rate cuts could be on the table but that the central bank was moving "carefully." Powell also said that there appears to

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