Fundstrat Tom Lee’s research believes that US shares are now in a much better position compared to the period before Trump has ignited a trade war.
In a new interview on CNBC television, Lee out Increased optimism for 2026 and American companies that flourish during difficult times are signs that suggest that the stock market looks more favorable than before Donald Trump encouraged a trade war with countless nations.
“When we go back to February when the market was too all time, we have to keep in mind, we had many uncertainties for us and we did not necessarily look at 2026.
Tarifableness is much better than three months ago today, and when we look at 2026, I think there are things to look forward to, such as deregulation, tax reductions and a [Federal Reserve] That is now on hold, but probably does more cuts in 2026.
From a business perspective, companies survived, I think, a Black Swan event. That waterfall of reducing shares and the almost heart attack of the economy was an environment where companies produced income that defeats expectations. I mean, this is the fifth stress test for companies [and] When I put all that together, I think PE (price-gain ratio) will probably be higher in six months than lower, and if you think the income of 2026 has an upper part, I think there is an advantage for shares. “
Lee continues to say that the sentiment from investors to neutral or positively shifts in the second half of the year. He also notes that institutional players under the stock market are underexposed.
“We know that many institutions have not added any risk when the market gathered.
So I think the pullbacks will be pretty superficial because investors are currently being invested underneath. And if you look at sentiment, it is hardly neutral now, so if investors have fought against this rally, because they become more optimistic or neutral, that is an advantage for shares. “
https://www.youtube.com/watch?v=uhjxovyrlpq
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