2026 OUTLOOK (Lee): Wall of Skepticism + New Fed, S&P 500 Year-end 7,700

Video: Please tune into our 2026 Outlook webinar.  At the start of 2025, we said markets had two "puts" -- the Fed and the White House -- and this would support markets.  For 2026, those two "puts" are in play and the theme we see for 2026 is really as follows: a wall of skepticism because of 3-years of >20% gains and now a new Fed.  The new Fed is bullish for equities.

Please click here to view our Macro Minute (duration: 6:59).

https://vimeo.co...

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