Tom Lee predicts: The Federal Reserve will turn dovish in 2026, benefiting traditional industries and fintech

Deep Tide TechFlow News, December 25 — Tom Lee, co-founder of Fundstrat and Chairman of BitMine, recently told CNBC that the Federal Reserve may adopt a more dovish monetary policy by 2026, which could boost business confidence and push the ISM Purchasing Managers’ Index back above 50, benefiting traditional industries such as manufacturing, energy, and basic materials. Lee believes that the financial services sector will reduce employee density and increase profit margins due to AI and blockchain applications, predicting that leading banks like JPMorgan Chase and Goldman Sachs may perform more like tech stocks, with the potential to become the next “tech giants.” Although the market may experience significant volatility in 2026, Lee pointed out that historical data shows that after three consecutive years of gains exceeding 20%, there is a 50% chance that the fourth year will perform even better. He warns that the main risk lies in overconfidence, but the current cautious attitude of investors may help mitigate this issue.