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In this gripping market update, Tom Lee breaks down the complexities currently roiling the U.S. economy and global financial markets. From a potential U.S. recession to the chaotic impacts of tariffs and supply chain distortions, Tom lays out why investors should expect nine more months of market uncertainty—and what might come next.
🔥 Key Topics Covered in This Video:
• Why economic data over the next three quarters is “polluted” and unreliable
• The significance of the S&P 500’s April low of 4835—was that the bottom?
• What a room full of supply chain executives really think about recession odds (hint: it’s not good)
• How tariffs and trade wars are distorting GDP numbers and consumption data
• Why today’s economic volatility could be masking bigger shifts beneath the surface
But this episode goes beyond macroeconomic doom and gloom…
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