Tom Lee's 2027 Market Outlook
Once a year, Tom Lee lays out the full framework he and the Fundstrat team will use to read the year ahead: the data, the drivers, and the themes on his radar.
On November 30, he walks through his 2027 outlook live. Start a free trial today, and your seat is included.
Your seat includes 30 days of complimentary access to Fundstrat Direct. By continuing, you agree to the Terms of Service and Privacy Policy.
LIVE OUTLOOK
Mon, Nov 30, 2026 · 2 PM ET
MEMBERS-ONLY
Don't take our word for it.
Member Feedback
Join thousands of investors who rely on Tom Lee's research to navigate the market.
4.9
Based on 900+ reviews on Google
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Bill Day
I've managed my own investments for years but have NEVER had the success I'm having now since becoming a Fundstrat Direct subscriber. I'm almost 3 years in and my results thus far have been excellent. Plus, I've learned so much about investing from a macro and technical perspective from Tom, Mark, and team. I'm a super satisfied subscriber!
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Michael C
Even with 50+ years of Stock Market investing, I learn something new and important each time Tom speaks. The FSI decision to add technical analysis to the platform is a huge help in making timely stock decisions. Since joining over 2 years ago my returns have greatly exceeded the market. Thanks!
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John W
Tom Lee and his group are the best. I've used 3 or 4 different companies in the past and none of them come close to providing the information and actionable ideas of Fundstrat. If the price seems excessive, I can assure you it's not. I quickly paid for my yearly subscription with one or two trades.
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Shad S
Of all of my market subscriptions and daily analysis commentary I consume, this service is my top pick of all of them. No marketing, just facts. Tom's clarity of thought and common sense explanations of the forces driving the market helps me stay with a cool head. FSInsights is critical to keeping me on track for better than S&P returns.
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Gabriela H
Tom's insights are one of a kind. His analytical skills are solid — he combines data with fundamentals and technical views. I look forward to his daily emails and do not trade or invest without knowing his views!
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Roger D
The most insightful, reasoned, and researched of any service I have ever subscribed to — bar none.
This report is provided for informational and educational purposes only. It does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. Fundstrat Direct is an independent research company and is not a registered investment advisor. All investments involve risk, including the possible loss of principal. IPO and pre-IPO investments carry additional risks including illiquidity, lockup periods, and valuation uncertainty. Valuations referenced are estimates based on publicly available reporting and are subject to change. Member reviews reflect individual experiences and may not be representative of all subscribers. Past performance is not indicative of future results. See full disclosures at fundstratdirect.com.
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THE SESSION
One session. The full framework for 2027.
Tom's annual outlook, built from the same research process behind Fundstrat's institutional work.
The 2027 framework
The macro drivers Tom is weighing heading into the new year, including earnings, rates, liquidity and the signals he tracks most closely.
01
Themes on his radar
The sectors and long-term themes Tom and the team are focused on, and the data behind why.
02
2026 in review
What reshaped the market backdrop this year, and what carries forward into next.
03
Live Q&A
Tom takes audience questions live after the presentation.
04
Start 2027 with the full picture.
Register for the live outlook and get 30 days of complimentary access to Fundstrat Direct.
SAVE YOUR SEAT
What membership includes
Daily macro research
Technical analysis
Stock lists & model portfolios
Live webinars
Member community
Sector & thematic research
4.9
average rating from members
900+
reviews on Google
25+
years of Wall Street experience behind the research
MEET THE STRATEGIST
The outlook Wall Street tunes in for.
Thomas J. Lee, CFA
Co-Founder & Head of Research, Fundstrat Global Advisors
Former Chief U.S. Equity Strategist at J.P. Morgan and ranked among Institutional Investor's top strategists every year since 1998. With 25+ years on Wall Street, Tom has built his approach on data first, and on showing the reasoning behind every view.
25+
Years on Wall Street
Since 1998
Ranked among Institutional Investor's top strategists
J.P. Morgan
Former Chief U.S. Equity Strategist
WHY FUNDSTRAT DIRECT
Institutional-caliber research, without the institutional gate.
The outlook is where Tom sets the framework. Fundstrat Direct is where he and the team update it, week after week, as the year unfolds.
Fundstrat Direct gives individual investors access to the same caliber of research that banks and hedge funds rely on, translated into plain language you can actually use.
THE HARD PART
A framework, not a forecast
The goal isn't a single call. It's a structured way of reading the year that you can measure new data against.
THE NOISE
The data behind the view
Every theme comes with the evidence Tom is watching, so you understand the reasoning, not just the headline.
THE PAYOFF
Updated all year
Markets don't stand still after January. Members get ongoing research as the backdrop shifts.
Register for the live 2027 Outlook and get 30 days of complimentary access to Fundstrat Direct
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