Macro Update & Top Ideas - January 2026
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Event Agenda
In Fundstrat’s January Macro Update & Top Ideas webinar, Tom Lee and Mark Newton break down what’s really driving markets right now, what signals matter most early in the year, and where opportunities (and risks) are starting to emerge.
What this month’s webinar covers:
-How to think about tailwinds vs. headwinds after three strong years, and why this cycle may still have more room to run
-How shifting Fed dynamics, rates, and liquidity could impact stocks in the months ahead
-Why areas like healthcare, financials, industrials, energy, and materials are starting to matter more and what that means for portfolios
-What’s happening with $GOOGL, $AAPL, and other mega-cap tech names and whether leadership is about to rotate
-Why precious metals and commodities keep coming up in conversations
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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.