Fundstrat’s Tom Lee joined CNBC to discuss how a dovish Fed could impact equities and small caps and shared his perspective on Ethereum and the broader crypto landscape. What might this mean for markets and digital assets in the months ahead?
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Fundstrat22 Aug 2025, 21:12 UTC
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The analyst discusses the potential for a dovish Fed to act as a green light for small caps and equities in general, highlighting that the risks are now tilted towards a softening labor market. He points to mortgage spreads being 360 basis points higher than the 10-year Treasury and suggests a potential drop in mortgage rates would help housing and financials, including small caps. An ISM value above 50 could indicate a good sign for industrials.The analyst suggests a broadening of markets with leadership potentially coming from the financial sector. He forecasts 6800 to 7000 range to be possible. He recommends being long on AI and crypto with the magnificent seven, but not on defensives. Analyst draws parallel to the US dollar going off the gold standard in 1971, suggesting Wall Street's move onto the blockchain is a significant moment. A lot of it will be Ethereum.
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