Julian Emanuel

Eamon Javers, a CNBC correspondent who covers economic policy from Washington D.C., joins Julian Emanuel, a senior strategist at Evercore ISI, for a deep dive into the implications of new steel and aluminum tariffs. They discuss market volatility and OPEC's recent decisions affecting oil prices. Chris Nassata, CEO of Hilton Worldwide, shares insights on travel demand amid global tensions and how these factors influence the hospitality sector. The trio tackles the intersection of trade and industry, revealing the ongoing impacts on consumer behavior and corporate strategies.

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.

Steve Eisman, a Senior Portfolio Manager at Neuberger Berman, shares insights on investment opportunities and a soft landing for the US economy. Julian Emanuel from Evercore ISI maintains a bullish outlook on equities, emphasizing key market dynamics. Jim Caron of Morgan Stanley discusses the implications of the Fed's recent rate cut, focusing on labor economics, inflation trends, and the complexities of forecasting in an unpredictable market. They explore how technology and AI are reshaping investment strategies and the landscape ahead.

Leslie Picker, a financial reporter, dives into Jamie Dimon’s concern over declining investment banking revenues amidst economic uncertainty. Julian Emanuel, a senior managing director at Evercore ISI, offers insights on market dynamics influenced by geopolitical risks. They discuss President Trump’s strong remarks on Walmart's price hikes due to tariffs and the broader implications for the retail sector. Together, they unravel the interconnectedness of stock market movements and economic challenges facing various industries.

Stephen Miran, Chair of the Council of Economic Advisers at The White House, discusses President Trump's tariff strategy and its complexities. He explores how trade policies are intertwined with U.S. defense strategies. Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, shares insights on the U.S. equities outlook, pondering if clarity on tariffs could spark a market rebound. They delve into economic uncertainties, the impact of a weakening dollar, and the risks of a potential recession in 2025.

Julian Emanuel, Senior Managing Director at EvercoreISI, shares insights on the equity market's recent surge and anticipates volatility ahead, eyeing a 2024 S&P target. Zach Cohen, a Bloomberg Government Reporter, delves into the implications of the upcoming Trump-Harris debate, showcasing key political dynamics. Pamela Whitten, President of Indiana University, discusses the evolving landscape of public education, balancing free speech with campus safety, and the importance of rigorous academic engagement in today's society.

Julian Emanuel raises S&P price target to 6,000 for 2024-25 markets. Jim Caron talks inflation impact on equity rally. Wendy Schiller discusses DC headlines, presidential immunity, and Biden's election prospects.

Priya Misra, a Portfolio Manager at JPMorgan Asset Management, shares insights on bond market signals pointing to inflation and slower growth. Keith Lerner, Co-CIO at Truist, offers his perspective on the current equity landscape. Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, discusses his S&P 500 target amidst ongoing trade deal uncertainties. The conversation explores economic shifts, market volatility, and the intricate relationship between monetary policy and investment strategies in a fluctuating environment.

Julian Emanuel, Chief Equity and Quantitative Strategist at Evercore ISI, discusses the Federal Reserve's latest meeting and praises Jay Powell's handling of growth concerns and tariffs. He emphasizes Powell's view of inflation from tariffs as 'transitory' and anticipates two rate cuts this year. The conversation delves into the complexities of current economic policies, the impact on gold prices due to anticipated slower growth, and the uncertainty surrounding President Trump's tariff decisions, which add to investor apprehension.

Julian Emanuel, Chief Equity & Quantitative Strategist at ISI Evercore, and Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, dive into the evolving market landscape. They discuss the transformative impact of AI in 2025 and its implications for investing strategies. Rising bond yields are reviewed alongside impressive European earnings. The guests emphasize the need for cautious, long-term investment approaches while navigating Federal Reserve challenges and market volatility. They also highlight the increasing importance of tech earnings and operational efficiency.