Fundstrat’s head of research Tom Lee believes a resolution to President Trump’s tariff war could set up financial markets for success. In an interview on CNBC, Lee notes that the threat of tariffs has already had its impact on markets, which suggests a positive outcome.
Lee cites the 1962 stock market correction during the Cuban Missile Crisis as a relevant example. Markets bottomed just seven days into the crisis and recovered two-thirds of their losses before the resolution occurred. He suggests this could be a similar scenario with the current tariffs.
Most investors are becoming exhausted from the volatility caused by tariffs, but Lee says markets will likely bottom before the event is resolved. With eight trading days left until April 2nd, Lee thinks there’s potential for a positive outcome that could lead to a bigger recovery rally than expected.
Source: https://dailyhodl.com/2025/03/23/president-trumps-tariffs-could-set-stage-for-much-bigger-recovery-rally-than-expected-says-investor-tom-lee