FundStrat's Tom Lee: Israel-Gaza Conflict Could Spur 'Risk Off' Market Moves
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Tom Lee believes an attack on Israel could lead to a "risk off" environment where yields fall and stocks rise.
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Lee thinks interest rates could decline sharply as investors become more risk averse.
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Falling rates could halt the recent rise in bond yields and be supportive for stocks.
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Lee acknowledges it may seem uncomfortable to discuss market impacts from the Israel-Gaza conflict.
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However, Lee doesn't think the conflict changes the underlying recovery underway in equities.