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

[Tom Lee Predicts: Fed Will Turn Dovish in 2026, Benefiting Traditional Industries and Fintech] According to Mars Finance, Fundstrat co-founder and BitMine chairman Tom Lee recently stated in an interview with CNBC that the Federal Reserve may adopt a more dovish monetary policy in 2026, potentially boosting business confidence and pushing the ISM Purchasing Managers' Index back above 50, benefiting traditional industries such as manufacturing, 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, with the potential to become the next batch of "tech giants." While the market may experience significant volatility in 2026, Lee points out that historical data shows a 50% chance of even better performance in the fourth year after three consecutive years of gains exceeding 20%. He warns that the main risk is over-complacency, but current investor caution may mitigate this problem.