Do you think the U.S. should already be in a recession? According to Tom Lee of Fundstrat, the answer is a resounding no. In his latest interview, Lee made a bold case that the foundation of the American economy remains remarkably strong. Companies have locked in low-cost debt, households are underleveraged, and consumers still sit on record levels of wealth. As he explained, the only entity that’s truly overleveraged is the U.S. government—and historically, that’s never been the trigger for a recession.
Instead, Lee points to something far more powerful driving markets higher: productivity gains fueled by artificial intelligence. Just like wireless technology, social media, and cloud computing reshaped entire industries, AI is now becoming the backbone of both economic growth and market momentum. It’s no longer a question of if AI will transform business, but how fast and to what degree.
*Tom Lee’s Urgent Message For Investors – These 3 AI Stocks Could Be The Real Winners (Beyond Nvidia)*
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