August Market Update
& Top Stock Ideas
Why yields are the next wall of worry, and the names Fundstrat is watching into the fall.
with Tom Lee & Mark Newton
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WEBINAR REPLAY
RECORDED 19 August, 2026
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KEY HIGHLIGHTS
One hour. The macro picture, the charts, and the calls that came out of it.
A working session with the team. Here's what was covered
The macro picture
Long-term yields are at multi-decade highs in the U.S., Germany, Japan, the U.K., and France. Tom Lee on why they rose, and what it means for equities from here.
The Treasury steps in
The Treasury announced it will buy back longer-dated bonds, at least doubling the size. Yields fell on the news. Whether it can keep dampening yields is the open question.
The technical read
Mark Newton on breadth, sentiment, and the levels that would change his view, plus the demographic framework Fundstrat has published since 2017.
Top stock ideas in focus
The refreshed Top 5 and Bottom 5 lists for both large-cap and SMID, with several new names added this month, and the reasoning behind each.
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Head of Research, Fundstrat
With over 25 years on Wall Street, Tom Lee is widely acknowledged as one of the industry's leading strategists, frequently sought after for his views on CNBC. Lee simplifies the macroeconomic landscape while still providing institutional-quality insights.
Mark Newton, CMT
Head of Technical Strategy
Decades of experience reading market trends. Mark translates the charts into a plain-language view of what's happening across markets — and why it matters.
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