Fundstrat’s research manager Tom Lee said that US stock markets offered a more positive appearance than before the trade wars initiated during the Donald Trump period. In a new interview with the CNBC, Lee claimed that with the increasing optimism of 2026, the release of US companies from challenging processes supported the markets.
2026 market expectations
Tom Lee said that there were more uncertainties about the future during the period when markets reached record levels in February, but there was a clearer picture about 2026. According to Lee, the predictability of customs tariffs increases; Factors such as relaxation in regulations, tax cuts and possible decreases in interest rates lead to positive expectations for companies.
Lee pointed out that in the past few years, companies earn over expectations despite serious economic shocks. He stated that this shows the durability of US companies, but underlined that the market is in a sustainable growth tendency.
“Companies produced profits that exceed expectations despite the sudden decreases in the economy and negative conditions. This was the fifth stress test for businesses, and when I evaluate all these together, I think the price/earning rate will rise in the next six months. In 2026, there is the potential to increase in revenues, which means rising for shares.” – Tom Lee
Stocks and crypto
Tom Lee also said that corporate investors did not return to the stock market sufficiently and that risk appetite is low. He thinks that this situation can limit the withdrawal of the market, because investors do not invest enough.
Lee showed a cautious attitude towards investors’ market rise; However, with the reaction of the market perception to the neutral level, he said that the upward movement area could occur in shares.
“Many institutions did not take enough risks while rising the market. Investor I anticipate that possible fluctuations will be mild because of their low interest. Investors are positively reflected in the shares when they accept the market rise and more optimistic.” – Tom Lee
This also means more rising for crypto currencies. Crypto currencies that sharing strict correlation with stocks and especially technology shares will target larger peaks in the environment where risk appetite increases.
The decrease in market uncertainties and the continuation of company profitability seems to support the interest in stocks.
In the near and medium term, both the return of corporate investors to the market and the expected changes in taxes and regulations regarding 2026 may shape the performance of the US stock exchange. In addition, despite the economic shocks, companies to remain profitable may offer new opportunities in the market. Investors should be careful and closely monitor market developments; However, the current indicators show that a cautious optimism in the US stock market is dominant.
Responsibility Rejection: The information contained in this article does not contain investment advice. Investors should be aware that crypto currencies carry high volatility and thus risk and carry out their operations in line with their own research.
