Fundstrat's Lee Feels Confident About U.S. Stocks, Expects Second-Half Rally

The transcript discusses decision-making in trade and war fronts, emphasizing the importance of market certainty and the role of the Federal Reserve. It highlights the mixed hawkish and dovish commentary from the Fed and its impact on market confidence. The discussion also covers the unpredictable nature of the trade war and its effects on equity markets, while expressing confidence in the resilience of US consumers. The economic outlook is optimistic, with benefits from lower rates expected to support both consumers and businesses.

What does the speaker believe about the resilience of US consumers?

What are the speaker's expectations for the second half of the year in terms of market performance?