‘Peak uncertainty’ may have passed since Trump pressed pause on tariffs, but Fundstrat’s Tom Lee fears we may not have reached ‘maximum pain’

• Since the President forced to stop In some tariffs, we can be the past insecure of force but not the highest pain, according to Policstrat Cofounder Tom Lee. Stocks falls Monday, 10 years of Treasury rose, and Trump calls to Central Bank to cut interest rates.

The circumstances were a bit unrestricted since the President placed his giving up Regime in Tarff of ice and floating talks on trade deals. But we may not be completely out of the woods.

“Maybe we’re before the peak tense,” Poldstrat Cofounder Tom Lee As over CNBC Monday. “But I don’t know if we go through the highest pain.”

It is difficult to adapt the level of fear of investors to feel post-Day of liberationHe said. That fear drives a stock sale and bond markets; Consumer confidence reduces and concerns inflation concern. But he believed that the stock market was hit by the bottom. However, that does not mean that no pain: investors and markets can still hesitate for everything that has happened so far.

Stocks falls Monday as investors continue to sell. S & P 500 falls to 2.96%, tech-power Nasdaq strike 3.28%, and the bow Lost 2.84%, at the time of writing.

“I think a disease structure occurred,” says Lee, adding later, “I have a chance to add again in the next weeks because there are many investors who have seated their hands.”

UBS in UBS in multi-asset evan brown’s multi-asset is the same As“We are now in a de-escalation mode when part of tariffs,” in CNBC Monday. However, that doesn’t mean that the economy is clear in any way – and all eyes are on the Federal Reserve.

Brown Fed Chail Chazer Jerome Powell said to make a step and cut the rates, but he should be Hawkish before he does. ” Powell should show Central Bank over inflation, mostly anticipated ascending because of TARIFF;; The question is if it’s a waste of shock shock or a continuous one. On the other hand, tariffs can slow the economy by less expense of business and consumer. So, in his mind, Central Bank will only cut rates once it can see the economy in real vulnerability than GREETINGS alone.

The worst case scenario was when the fed cut interest rates, because the economy seemed to live, but then spikes in inflation, Brown said. That’s where the worries are coming: “That’s a bad situation,” says Brown.

Trump clearly wants lower interest in interest. Then he said Powell’s CONCLUDING couldn’t have been easy to come, he post On Social Media Monday once again calls for interest cuts and call Fed Chair “GG The harvest of 10 years Treasury notes rose Monday, something to see in Trump CARING.

This story originally shown Fortune.com

Source link