US Stock Market More Favorable Now Than Pre-Trade War
- Tom Lee suggests US equities are better positioned now than before the trade war.
- Optimism for 2026 includes potential deregulation, tax cuts, and Federal Reserve actions.
- Companies have thrived despite economic challenges, surpassing earnings expectations.
- Institutional investors remain underexposed in the stock market.
- Investor sentiment is shifting from negative to neutral or positive.
Fundstrat’s Tom Lee believes that improved tariff visibility and company resilience indicate a more favorable US stock market compared to the pre-trade war period. Institutional underinvestment and shifting investor sentiment could further support stock growth.
Source (2.6)https://dailyhodl.com/2025/05/18/us-stock-market-looks-more-favorable-now-than-pre-trade-war-according-to-fundstrats-tom-lee-heres-why/?rand=59076
