Tom Lee sees strong optimism for 2026 with potential market shifts due to ISM expansion
Tom Lee remains optimistic about 2026.
The international ISM purchasing managers' index has been below 50 for years.
Expansion above 50 may alter the overall sentiment.
Bitcoin and high-risk assets may benefit.
Tom Lee believes there is much to be optimistic about in 2026. He expressed this view in a recent video on CNBC. He referenced these comments by Ark Davis. The message was clear. The overall economic conditions are likely to change in the near future. The ISM manufacturing purchasing managers' index has remained below 50 for more than three years. This indicates a contraction. It is a sign of weak industrial activity. The new ISM reading is scheduled for release later today. The latest reading was 47.9.