Fundstrat’s Tom Lee Says Positive Setup for Stock Market Forming, Sees Incoming Rebound for 2025

Fundstrat’s head of analysis Tom Lee says that the US inventory market is probably about to profit from a bullish setup regardless of its latest correction.

In a brand new interview with CNBC, Lee says within the face of tariffs and political uncertainty, markets nonetheless seem like climbing a wall of fear, or the tendency for belongings to ascend increased regardless of in any other case adverse sentiment.

“What actually stands out to us is that the market has alluded prolonged durations of weak spot as a result of buyers are bearish on the highs on the time when there’s file money on the sidelines. So to us, it is a market that may be very skeptical of those new highs. That bearishness and the considerations about tariffs means there’s a wall of fear so I feel that is truly a really constructive setup for shares.”

No matter latest volatility and the perceived riskiness, the seasoned investor says that development shares will proceed to outperform this 12 months and that the most recent market correction will probably be shallow and shortlived.

“Buyers actually need to personal shares that truly have structural benefits, and that’s greatest evidenced by income development, margin growth, earnings development and affordable costs so the explanation development shares will nonetheless outperform is that in a interval like this, if now we have macro uncertainty, they’re going to be names with some visibility.

It’s not nice to personal a development inventory as we speak, however we all know the lesson of 2025 is that these pullbacks haven’t been deep and buyers have been shopping for these dips, so I don’t suppose as we speak is any totally different. In reality, it’s no totally different than the DeepSeek panic, or the tariff-day panic, or the CPI (client worth index) panic so I feel that is going to be a shopping for alternative.”