Macro Update & Top Ideas - June 2026
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Event Agenda
You already know what is happening in the market. The harder question is what to do about it. Each month, Tom Lee and Mark Newton answer that directly: current macro framework, technical read on market structure, and Fundstrat's highest-conviction stock ideas with the reasoning behind each one. Then they take your questions live.
What we'll cover:
-Tom's current macro framework and where he comes out heading into the month ahead
- The data shaping market direction: what it's saying about growth, inflation, rate policy, and sector rotation
- Where Tom and Mark's views align and where they diverge, and what that means for portfolio positioning
- Fundstrat's top 5 large-cap and top 5 SMID-cap stock ideas for the month, with live technical analysis on every name
- Key technical levels Mark is watching on the major indexes and what they signal for the month ahead
- Live Q&A with Tom and Mark
Can't make it live? A replay will be available to Fundstrat Direct members shortly after the session ends.
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Panel of Speakers
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.
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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