Tom Lee's 2026 Market Outlook
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Event Agenda
In this year’s outlook, Tom delivers his must-watch framework for 2026, explaining how volatility and skepticism could ultimately set the stage for a positive outcome despite three consecutive years of strong equity returns.
Tom Outlines:
-How markets have typically behaved after three consecutive 20%+ years
-Why a “wall of skepticism” can be bullish for stocks
-The implications of a new Fed Chair in 2026 and what that could mean for market expectations
-Why 2026 may be choppy early and stronger later as key uncertainties resolve
-Fundstrat’s top sector themes for 2026
-A deep dive on tokenization and blockchain, and why Tom believes the traditional four year crypto cycle may break
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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 has more than 25 years of buy and sell-side experience in the financial services industry. He formerly worked with Diamondback Capital Management and Morgan Stanley as their technical strategist.
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.