Tom Lee: market could rally sharply regardless of Fed decision
- —Lee: a 25-bp hike to 3.75–4% would be seen as the final one, sending 10-year Treasury yields lower
- —If the Fed pauses, investors would price in a prolonged hold, a dovish surprise
- —CME FedWatch puts hike odds at about 70% after CPI: 0.4% headline and 0.2% core
- —Fundstrat raised its year-end S&P 500 target from 7,700 to 7,900
Why it matters: Lower long-end yields would support bitcoin, Ethereum and inflows into spot ETFs, as well as exchange and DeFi volumes.
Source: TronWeekly