Julian Emanuel

Alicia Levine, Head of Investment Strategy at BNY Wealth, predicts a market rally as recent pullbacks clear the way for growth, emphasizing tech shifts and earnings outlooks. Julian Emanuel, Chief Equity Strategist at Evercore ISI, discusses his bullish S&P 7750 target, citing macro conditions and data normalization. Libby Cantrill from PIMCO expresses skepticism about tariff dividend checks while exploring policies aimed at affordability and housing supply. Together, they unpack the current investment landscape and its implications for future markets.