Bloomberg Surveillance Looking Ahead to the December Fed Meeting & Markets in 2025
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Dec 17, 2024 Julian Emanuel, a market strategist at Evercore ISI, discusses his bullish S&P 500 target for 2025 amidst ongoing inflation concerns. Meghan Robson from BNP Paribas shares insights on credit markets post-election, highlighting Europe's potential as an outperformer. Bill Priest, chairman at TD Epoch, emphasizes the importance of free cash flow analysis in global investing, while addressing political risks and the challenges in U.S. corporate strategies. Together, they navigate the dynamic landscape of interest rates, investment strategies, and the global economic outlook.
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Episode notes
Emanuel's Analysis
- Julian Emanuel's earnings analysis is highly regarded and concise.
- It's often the first read for many during earnings season.
Earnings Estimates
- Evercore ISI's initial earnings estimates are typically over-optimistic.
- They get revised down throughout the year.
S&P 2025 Target
- Emanuel predicts the S&P will reach 6,800 in 2025.
- Continued growth, but with increased volatility, is expected.