Macro Update & Top Ideas - June 2026

Thursday, June 25, 2:00PM ET
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Event Agenda

Tom and Mark both raised their S&P 500 year-end targets in this month's session. But that's only half the story. Both analysts flagged specific pressures they expect to hit in the second half — and walked through exactly how they're thinking about positioning around them. The replay is now available.

Watch the replay to hear Tom and Mark discuss:

-Why both analysts raised their year-end targets — and the earnings math that made it simple
-The three second-half risks Tom flagged that could test the rally, and when he's watching for them
-What Mark's technical read says about H2: where the broadening holds and where it doesn't
-The counterintuitive valuation case: why the S&P is cheaper today than it was on January 1
-Fundstrat's updated large-cap and SMID-cap top ideas for the month, with live technical analysis on every name

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Panel of Speakers

Tom Lee

Tom Lee, CFA AC

Co-founder and Head of Research

Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top-ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy and Telecom Services. Mr. Lee received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting. He is a CFA charterholder and is an active member of NYSSA and the NY Economic Club.

Tom Lee

Mark L. Newton, CMT AC

Head of Technical Strategy

Mark Newton brings over 25 years of buy- and sell-side market experience to his role as Head of Technical Strategy at Fundstrat. Prior to joining Fundstrat, he was the Managing Member and Owner of Newton Advisors LLC, and previously worked at Diamondback Capital Management and Morgan Stanley as a Technical Strategist. Earlier in his career, he traded equity options as a market maker and floor trader on the CBOE and has extensive experience in risk management. He is a member of the Market Technicians Association and a former member of the CBOE, CBOT, and PHLX. Mark regularly shares his market insights and technical perspectives on CNBC, FOX Business, Yahoo Finance, NYSE TV, and Bloomberg.

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