Trump's trade war is now closer to the end of the game while the White House loses legal affairs, according to Tom Lee de Fundstrat
The investment director of the investment company Fundstrat said that the trade war of President Donald Trump approaches his end while the courts are heading for the White House.
In a new video update On the YouTube Channel Fundstrat Capital, Tom Lee says that court decision Against Trump's prices suggest that the White House loses a lever effect.
“In our opinion, the tariff war and the concerns have a worse bark than the bite. Let me explain, for example … On May 28, the International Commerce Tribunal ruled against Trump's prices. Now, he did not delete them all, but he ruled against them and Thursday, May 29, the judge of the DC district court ruled that Courseras ruled that, the judge of the DC district court, ruled that, disputes, disputes, content [the] The prices are illegal.
It is therefore two cases that rule against the prices of the White House, but on the same day, the Federal Court of Appeal issued an administrative suspension which restores the prices – at least until June 9 – but you can see that it becomes quite complicated and the White House does not indicate anything after pricing decisions.
And in fact, Goldman Sachs stresses that there are many measures that the White House can take to implement or replement the prices. But in the end, the White House loses a lever effect, and that brings us closer to the end of the game. ”
Lee also says that because of the decisions, Trump will find it difficult to reorganize the trade war and that the White House will soon seek an exit strategy.
Lee explains that tariff visibility and other factors have led to a better investment prospect for actions now compared to the start of this year.
“Investment prospects are better for the actions now probably it was in February 2025 because you have pricing visibility, you have visibility of taxes and deregulation, [and] Companies have survived [a] Fifth major stress test… and the Fed is undoubtedly more dominant next year. »»
https://www.youtube.com/watch?v=wwrn4YIAPW
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