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

According to Deep Tide TechFlow, on December 25, Fundstrat co-founder and BitMine chairman Tom Lee stated in a recent interview with CNBC that the Federal Reserve may adopt a more dovish monetary policy in 2026, which is expected to boost business confidence and push the ISM Purchasing Managers Index back above 50, benefiting traditional industries such as industrials, energy, and basic materials. Lee believes that the financial services sector will reduce labor intensity and improve profit margins through the application of AI and blockchain, predicting that leading banks such as JPMorgan and Goldman Sachs may perform 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 that the fourth year will perform even better. He warned that the main risk lies in excessive complacency, but the current cautious attitude of investors may help mitigate this issue.