Fundstrat

S&P 500 at 7,000? Fundstrat's Tom Lee Explains the Path Into Year-End

Name: S&P 500 at 7,000? Fundstrat's Tom Lee Explains the Path Into Year-End
Uploaded: 2025-08-20T19:45:33Z
Description: 2025 has really been defined by 3 phases… In his latest Market Outlook, Fundstrat’s Tom Lee explains all three phases and why the final phase into year-end looks most promising with the S&P 500 potentially reaching 6,800–7,000. 🔓 Unlock the full video with your free trial: https://fsinsight.com/m

8/20/2025, 7:45:33 PM

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Economic Summary

The speaker frames August through year-end as a final phase during which two main stories will play out over the next four months: a Fed policy pivot and an ISM recovery.
A dovish pivot by the Federal Reserve is expected to provide significant relief to financial markets, boosting risk sentiment and supporting asset prices.
The Fed has been on pause for all of 2025, which underpins market expectations for lower rates or more accommodative policy and may help spur an ISM rebound.

Bullish

Dovish Fed pivot supports market rally and risk appetite
Expect ISM (manufacturing) improvement into year-end

Bearish

No bearish cases captured.