The risk-reward is quite good for stocks now, says Fundstrat's Tom Lee

Iran war is the central event: Fundstrat's Tom Lee said the conflict is affecting markets and that an easing of hostilities would likely reduce risk premia, relieve energy-price pressure and be supportive for risk assets. He also discussed the state of the U.S. economy, offering analyst perspective relevant for equity and fixed-income positioning.

Analysis

Iran war is the central event: Fundstrat's Tom Lee said the conflict is affecting markets and that an easing of hostilities would likely reduce risk premia, relieve energy-price pressure and be supportive for risk assets. He also discussed the state of the U.S. economy, offering analyst perspective relevant for equity and fixed-income positioning.