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Fundstrat’s Tom Lee Says Investors Should Stay Constructive on US Equities – Here’s His Outlook

Fundstrat’s Tom Lee Says Investors Should Stay Constructive on US Equities – Here’s His Outlook

Daily Hodl2025/10/12 16:00
By: by Daily Hodl Staff
P-12.15%

Fundstrat’s Tom Lee isn’t dissuaded by the market volatility last Friday.

In a new interview with CNBC, Lee says investors should “stay pretty constructive” on US equities despite the recent pullback.

“JPMorgan, the biggest and most powerful bank in the world, is investing $1.5 trillion into the US into things that are going to strengthen US advantages. Critically important areas. And at a time when the US is dominating AI, and of course, now we have this big tailwind as blockchain is an initiative that Wall Street is building products on, so I think there are a lot of reasons for investors to stay optimistic.” 

JPMorgan Chase announced the “Security and Resiliency Initiative” on Monday, a $1.5 trillion, 10-year plan to boost US industries critical to national economic security. The financial giant says the plan includes up to $10 billion in direct equity and venture capital investments in select US companies.

Lee predicts the S&P 500 could add “200 points between today and mid-November.” He also still thinks the leading index will hit 7,000 by the end of the year.

The S&P 500 is trading at 6,654.85 at time of writing. The index is up more than 1.5% in the past day but down 1.35% in the past five days.

Generated Image: Midjourney

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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