Fundstrat Annual Forum: Macro Update with Tom Lee and Tom Block

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Wednesday, November 5, 11:00AM ET
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Event Agenda

This session was part of Fundstrat’s 2025 Annual Forum: Defining the Next Decade on Wall Street, a four-part event exploring how investors can capitalize on Wall Street’s greatest transformation in a generation. You can learn more about the forum and watch replays of all sessions here.

In this session, Fundstrat’s Head of Research Tom Lee and Washington Policy Strategist Tom Block unpack the biggest forces shaping markets into 2026. From shifting Fed policy and political risk to the structural tailwinds driving the next bull market. Tom Lee outlines why he still sees the S&P on track for 7,000+, while Block shares how decisions in Washington could redefine investor playbooks for the decade ahead.

Key Discussion Points:

-How falling inflation and policy missteps could spark the next market leg higher.
-Why Fundstrat believes the “super-cycle” in innovation and productivity is still early.
-What D.C.’s next moves could mean for investors ahead of the 2026 election cycle.
-The overlooked risk and opportunity hidden in the Fed’s current stance.
-Could the next bull market already be underway despite most investors still being skeptical?

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

Tom Block

Washington Policy Strategist

Formerly Global Head of Government Relations at J.P. Morgan for 21 years, and previously served as Legislative Assistant and Chief of Staff in the House, and Legislative Staff Director in the Senate.

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