Tom Lee predicts that the Federal Reserve will turn dovish in 2026, benefiting traditional industries and fintech.

According to TechFlow, on December 25th, Tom Lee, co-founder of Fundstrat and chairman of BitMine, stated in a recent CNBC interview that the Federal Reserve may adopt a more dovish monetary policy in 2026, which could boost business confidence and push the ISM Purchasing Managers' Index back above 50, benefiting traditional industries such as industry, energy, and basic materials. Lee believes the financial services industry will reduce labor intensity and increase profit margins due to AI and blockchain applications, predicting that leading banks such as JPMorgan Chase and Goldman Sachs may behave more like tech stocks and have the potential to become the next batch of "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 of even better performance in the fourth year. He warned that the main risk is over-complacency, but the current cautious attitude of investors may alleviate this problem.