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Evercore ISI's Julian Emanuel: Backdrop remains favorable for the markets, despite uncertainty
CNBC Television· 2026-03-02 21:42
Back to the markets here. As you mentioned, stocks did stage a major intraday reversal despite the geopolitical uncertainty. Our next guest says a market that is hedged for conflict suggests that market upside is delayed and not derailed.Joining us now here on set is Julian Emanuel, Evercore, ISI senior managing director. Julian, great to have you with us. There's so many risks involved still with this conflict even though the markets basically shrugged it off today.So, what point do the markets care. >> We ...