The Chief Investment Officer of Investment Agency Fundstrat says that President Donald Trump’s trade war is approaching when the courts rule against the White House.
In a new one VIDEO -UPDATE Tom Lee says that on the YouTube channel of the Fundstrat Capital Court ruling Against Trump’s rates suggest that the White House loses leverage.
“In our opinion, the tariff war and have a bark worse than the bite. Let’s explain it for example … On May 28, the International Trade Court ruled against the Trump rates. Now it did not all remove it, but it ruled against them and on Thursday 29 May, the DC District Court Judge Contreras has ruled that that [the] Rates are illegal.
It is therefore two things that make a decision against rates of the White House, but on the same day the Federal Court of Appeal has issued an administrative residence that the rates restores – at least up to and including 9 June – but you can see that this will be quite complicated and the White House has been constructed that nothing has changed after the rate.
And in fact Goldman Sachs emphasizes that there are many measures that the White House can take to implement or re -implement rates. But in the end the White House loses leverage and it brings us closer to the endgame. “
Lee also says that because of the statements, Trump will have difficulty renewing the trade war and that the White House will soon look for an exit strategy about this.
Lee also notes that the visibility of the rate and other factors have led to a better investment prospect for shares now compared to earlier this year.
“The investment prospects is now better for shares than in February 2025 because you have the visibility of the rate, you have tax and deregulation visibility, [and] The companies survived [a] Fifth large stress test … and the Fed is demonstrably more Dovish next year. “
https://www.youtube.com/watch?v=swwrn4yiapw
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