Trade War Resolution Could Spark Market Surge, Says Tom Lee

He suggests that while tariffs have dominated headlines, their impact may have already been absorbed, meaning markets have likely priced in the worst of the uncertainty.

Drawing parallels to historical market behavior, Lee points to the Cuban Missile Crisis in 1962, when stocks began recovering before the geopolitical standoff officially ended.

He argues that a similar pattern could unfold now, with a resolution—whether through negotiation or reciprocal agreements—potentially triggering a stronger-than-expected market rebound.

With only a handful of trading days left before April 2nd, Lee notes that many investors are worn down by market volatility, leading to capitulation.

However, history suggests that markets often bottom out before a major resolution occurs. Citing the Cuban Missile Crisis as an example, he explains that the stock market hit its lowest point seven days into the crisis but had already recovered most of its losses before tensions officially eased. This, he believes, could serve as a useful framework for the current situation.

* The information in this article and the links provided are for general information purposes only
and should not constitute any financial or investment advice. We advise you to do your own research
or consult a professional before making financial decisions. Please acknowledge that we are not
responsible for any loss caused by any information present on this website.