President Trump’s Tariffs Could Set Stage for Much Bigger Recovery Rally Than Expected, Says Investor Tom Lee

Fundstrat’s head of analysis, Tom Lee, says {that a} decision of President Trump’s tariff struggle will create a optimistic setup for monetary markets.

In a brand new interview on CNBC, Lee says that opposite to media headlines, the specter of tariffs has probably already left their mark on the monetary panorama, that means that a lot of the harm has already been carried out to markets.

Lee references the inventory market correction of 1962 in the course of the Cuban Missile Disaster when markets bottomed earlier than the precise decision of the disaster came about.

“I believe markets ought to interpret it positively as a result of I believe once we discuss to our purchasers, many are viewing tariffs as punitive, probably protectionist and driving a number of economies into recession. This seems like we might even have a positive-case situation with these tariffs. One which’s both mutually agreed upon or reciprocal, however perhaps a great deal for companies and I believe it could set the stage for a a lot larger restoration rally than we count on…

We nonetheless have eight buying and selling days until April 2nd. Most traders are getting simply nauseous from the volatility in order that they wish to throw within the towel however we additionally know that markets will backside or have traditionally bottomed earlier than the occasion truly occurs. The most effective instance is the Cuban Missile Disaster in 1962. That was a 12-day disaster. The inventory market bottomed seven days into that disaster and recovered two-thirds of the losses earlier than the decision. So I believe that’s an honest template for at present.”

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