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Evercore ISI's Julian Emanuel on the Fed's path ahead impact on the market rally
Youtube·2025-09-17 01:42

For more, let's bring in Julian Emanuel. He is Evercore ISI's senior managing director and strategist there. Julian, it's great to great to see you.Um, I guess it's hard to argue with that point, right. This is a a kind of insurance or good news or normalization rate cut program from here on out if we get a full program. Um, to what degree is that enough at this point now that the market's up, you know, 35% since April.So, actually, when we think about it, there's two ways of looking at it. In the here and ...