Fundstrat’s Head of Research Tom Lee unpack the biggest forces shaping markets into 2026. From shifting Fed policy and political risk to the structural tailwinds driving the next bull market. Tom outlines why he still sees the S&P on track for 7,000+.

AI-generated source summary

The analysis suggests a positive outlook for November. Stocks are expected to be up for the month, with an inferred target SPX500 price of 7300 based on it being above 7000 by the end of the year. Mention is made that fund managers are expected to pursue gains into year-end. There are worries in the market but this is expected to offer the opportunity to buy into the market and that the bond market has not priced in a dovish Fed. The number of cuts in 2026 has not priced in a dovish fed. A key assertion is that 75% of inflation for the last 5 years has been auto insurance, new/used cars, and housing and housing is back below long term trend. It mentioned a new fed chair is coming. With all this the speaker believes stocks are set for and up month for November. The discussion moves away from charts and focuses on government policy, so there is no failure point.

AI-generated summary based on the source content.

Evidence and evaluation progress

1. Original source published

   11 Nov 2025, 21:01 UTC

   The analyst published the original source item.

2. First prediction resolved

   18 Nov 2025, 14:30 UTC

   The first evaluable outcome in this case reached a terminal result.

3. Case evaluation completed

   18 Nov 2025, 14:30 UTC

   All evaluable predictions in this case reached terminal outcomes.

4. Source recorded by Tahlil Plus

   18 May 2026, 20:23 UTC

   The public source was preserved as the evidence record for this case.

5. Market predictions extracted

   18 May 2026, 20:47 UTC

   1 eligible signal linked to this case.

6. Outcome tracking started

   02 Jul 2026, 02:14 UTC

   Tahlil Plus began monitoring the extracted predictions.