Don't short the market because U.S. stocks have a "roadmap"?
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Bank of America’s Hatnett pointed out that although investor sentiment is bearish, actual selling is not significant. He warned that if the United States fails to deliver on tariffs, tax cuts, and interest rate reductions, it could affect investors' confidence in bullish policies for the second half of 2025. According to his "roadmap," Trump needs to address tariffs in the second quarter, handle tax cuts and deregulation in the third quarter, and focus on the Federal Reserve and related agreements in the fourth quarter to maintain the market's bullish momentum
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