Macro Update & Top Ideas - June 2026
Your link to join the webinar will be emailed to you shortly
Event Agenda
Join us on Thursday, June 25, at 11 am ET for Fundstrat’s monthly Macro Update and Top Ideas webinar with Tom Lee and Mark Newton.
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 clients shortly after the session ends.
Panel of Speakers
Thomas Lee, CFA AC
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
As former managing member/owner of Newton Advisors LLC, Mark has over 25 years of buy- and sell-side experience. Before Fundstrat, he worked at Diamondback Capital Management, and at Morgan Stanley, as a technical strategist. Mark has traded equity options as a market maker / floor trader on the CBOE, and has worked in risk management. He is a member of the Market Technicians Association, and former member of the CBOE, CBOT, and PHLX. He makes regular appearances on CNBC, FOX Business, and Bloomberg. Mark graduated with a BS in Finance from Virginia Tech in 1991, obtaining his Chartered Market Technician designation in 2002.
View FINRA BrokerCheck profiles for our Registered Representatives.