Bloomberg Surveillance Trump Arrives at Davos for Keynote Address
Jan 22, 2026
Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, discusses why recent market data suggests strength and highlights the potential of AI despite tech skepticism. Retail analyst Dana Telsey reviews holiday sales performance and the impactful trends reshaping the luxury market, particularly with China's recovery. Lisa Mateo shares the latest headlines, including colleges adopting AI for admissions, which raises concerns about bias and efficiency. This lively conversation delves into the future of markets and retail in a rapidly changing landscape.
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Episode notes
Earnings Strength Backed By Revenue And GDP
- Earnings appear likely to be strong and could drive low double-digit surprises in 2026.
- Julian Emanuel says robust revenue growth and nominal GDP momentum support that outlook.
AI Drives Structural Market Positivity
- The AI-driven secular growth trend makes the market structurally positive despite higher near-term volatility.
- Emanuel expects multiple bouts of volatility but still a path higher to year-end targets.
Hold Cash To Buy Market Dips
- Be patient and keep cash ready to deploy during market dips of 5–10 percent.
- Emanuel recommends sticking to your strategy and buying into volatility to reach year-end targets.
