Stock Market Sell-Off Nearly Over, Says Fundstrat’s Tom Lee With Bullish 2026 Outlook

Fundstrat’s Tom Lee believes that 90–95% of the recent stock market sell-off driven by geopolitical tensions is already behind us. Suggesting markets may be nearing a bottom.

Based on historical patterns from major wars, Lee notes that equities typically price in risks early. Often hitting their lowest point within the first 10% of a conflict’s duration.

Despite recent volatility, Lee sees a favorable risk-reward setup ahead and maintains a bullish outlook, projecting the S&P 500 could reach as high as 7,700 by the end of 2026. With investor sentiment already cautious and much of the downside priced in. Analysts suggest markets could be positioned for a potential rebound if macro and geopolitical conditions begin to stabilize.

Clever Robot News Desk 8th April 2025

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