Macro Warning on 2026 Market Turbulence

about 1 month ago

Tom Lee

"He's predicting a 10 to 15% draw down in the first half of next year. He says 2026 is going to look a lot like 2025. For the first 6 months of 2026, markets are still going to be dealing with that kind of hawkish Fed. But then, with the switch to a dovish new Fed chair and a supportive White House put, there are tailwinds that could help markets recover once the volatility subsides."

Tom Lee warns of a significant market drawdown of 10-15% in the first half of 2026 due to prolonged hawkish Fed policy, but he also highlights the upcoming dovish pivot and regulatory gridlock as catalysts that will eventually boost market multiples and help markets rebound.

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