Julian Emanuel - UBS


Last quote by Julian Emanuel

The fact is it's very abnormal to go an entire year without a five percent correction, and we haven't had one since the top last August and a trade down to the day before the election. From that perspective, what we're telling people is if you measure your investment horizon in years, like most investors do, you just have to relax and expect to have a lower entry point to add to your equities holdings. If you measure your horizon in weeks, or months, you want to be a little more defensive here.feedback
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Aug 10 2017 UBS
Julian Emanuel has most recently been quoted in an article called Stock strategists see possible 5% correction before this selloff is over. Julian Emanuel said, “To us that would be a point where you want to think about increasing your exposure. We don't think this is a bear market. We don't think this is the start of a bear market because we don't see a recession on the horizon, but … at this time of year it's very typical for typical for the market to get wobbly and liquidity at this time of year is not great because quite simply there are so man y out of office emails when we try to contact our clients. People would prefer to the be on the beach than looking at their portfolios. That can create vacuums like we've seen today.”. Julian Emanuel has been quoted a grand total of 20 times in 12 articles.
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Julian Emanuel quotes

Jun 08 2017 - UBS

The Comey testimony has come and gone and the market is yawning, as it's yawning with everything else. … The market's reaction tells you that investors dismissed it completely.feedback

May 17 2017 - Bull market

To us, a correction in time morphing into a 7 to 10 percent pullback, like we've seen every seven or eight months over the course of this bull market, since 2009, is definitely something we think could be in the offing.feedback

May 12 2017

We now think they're pricing the likelihood of tax reform is on the order of 55 to 65 percent and they think it could be late 2017 or early 2018.feedback

May 12 2017

There is a definite expectation that those are in the works. The political risk is not any discrete event in and of itself. It's the whole idea that if there is a perceived delay or perceived incremental difficulty on what the market believes is coming. That's where confidence is affected. What we've shown in our work is when confidence is affected and starts to turn down, that's when multiples and stock prices are vulnerable.feedback

May 09 2017 - UBS

The potential for continued buybacks (and resulting EPS uplift) from repatriation reinforces our overweight call on Tech and Health Care, which together hold over 80% of the offshore cash.feedback

Apr 28 2017

We need to see a convergence of the elevated confidence to the very anemic economy, and in order to keep the equity market moving forward, you need the convergence to be driven by better economic numbers. We're getting to the point where people are starting to wonder whether the potential that was reflected by the surge in confidence can actually be realized, which is why the next week or two in terms of the data is important, and we obviously want to see further progress on the policy front.feedback

Mar 23 2017

This is really about the fact that the market is pricing in too much certainty on a number of accounts. Even if you got the positive vote, there's still the residual knowledge that the agenda will be difficult to get through the Senate.feedback

Mar 21 2017 - UBS

We've been saying that we expect a 5 to 10 percent correction. We've been saying that for weeks now. What happened was the market began to question whether it was a policy error … so for us there is unexplained softness in consumption that may or may not correct itself once the tax refunds get into peoples' hands, but there's no signs that's going to be the case.feedback

Mar 21 2017 - UBS

It's pretty easy to see this as almost a risk reset. That's what we've been looking for and we think you are in the midst of it. To us the most important things going forward are two things: Can confidence figures be maintained where they are now, and will the public continue to be the incremental buyer? If either one of those degrades at all, that opens up the case for more downside.feedback

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