Don't Underestimate The Fed, Hooper Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 17 January 2020
⏱️ 40 minutes
🧾️ Download transcript
Summary
Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, believes this could be the year the public fully engages with the U.S. equity market. Kristina Hooper, Invesco Chief Global Market Strategist, says we can't underestimate the power of the Fed. George Evans, CIO of Global Equities and Portfolio Manager for the Invesco Oppenheimer International Growth Fund, says emerging markets are led by commodities. Margaret Brennan, Face the Nation Host, reflects on the opening of President Trump's impeachment trial. Chris Whalen, Whalen Global Advisors Chairman, details 4 global banks that he says are not efficient at making money.
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| 0:57.2 | You the gentleman, Jen, I want you to jump it off here with Julian Emanuel, the BTIG, and I will only say that he's one of the few that is steadfastly |
| 1:07.0 | participated in this great bull market by writing thoughtful pieces. |
| 1:12.2 | He's not just going, own stocks, you know, go go go. |
| 1:15.0 | He's really tried to construct a theory to stay in the market. |
| 1:19.0 | He started the year as one of the biggest equity market bulls on the street out of all the |
| 1:22.8 | strategists we survey and I just wonder whether we've hit its price |
| 1:26.0 | target already Julian Emmanuel of BTIG joining us right now Julian great to have you |
| 1:30.5 | with this just walk me through that what do you say to clients after the |
| 1:32.7 | rally we've already had to the start of the year well our theory has been that this |
| 1:37.3 | could be a year where you know first of all the backdrop is 20 plus percent years like we had in 2019 tend to be followed by |
| 1:46.9 | positive years that may be counterintuitive. |
| 1:50.0 | The average gain is around sort of 12 to 14 percent. |
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