Fundstrat's Tom Lee joins CNBC's Closing Bell today to explain whether the bull market still has room to run.
1 extracted signal · 1 resolved · 0 still active
Fundstrat22 Oct 2025, 00:11 UTC
AI-generated source summary
The analyst suggests that the S&P 500 could reach at least 7000 by the end of the year and indicates this as a low target. The analysis cites positive earnings, an anticipated easing cycle by the Federal Reserve, and potential resolution of a government shutdown as catalysts. Furthermore, previous deleveraging due to a VIX spike and headlines could set up a chase into year-end. The analyst also notes the improving visibility of AI's impact on earnings, anticipating benefits for companies, especially regarding 2026 spending priorities. Lower interest rates next year are expected to ease burdens on households and consumers. The analyst points to potential catalysts for market growth over the next 12 months. The ISM staying below 50 for 32 months suggesting it will eventually get above 50 and there is a lot of onshoring.
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