EVERCORE: Despite questions about how long RFK Jr. might last, “he has learned how to operate in this Admin and is now well-entrenched .. Additionally, he brings an independent base of political support that Trump is keen to retain. When it comes to .. vaccines, he’s just getting started ..”
December 4, 2025 at 11:24 AM
EVERCORE: Despite questions about how long RFK Jr. might last, “he has learned how to operate in this Admin and is now well-entrenched .. Additionally, he brings an independent base of political support that Trump is keen to retain. When it comes to .. vaccines, he’s just getting started ..”
EVERCORE: “.. Trump has at times dismissed the affordability issue as fake news,” but it’s “clear this issue is on Trump’s mind, given the multiple posts about $2,000 tariff rebate checks, floating a 50-year mortgage, .. alleged price gouging in the meatpacking industry.”
November 13, 2025 at 1:16 PM
EVERCORE: “.. Trump has at times dismissed the affordability issue as fake news,” but it’s “clear this issue is on Trump’s mind, given the multiple posts about $2,000 tariff rebate checks, floating a 50-year mortgage, .. alleged price gouging in the meatpacking industry.”
Evercore ISI: Bos Fed Collins' "decision to speak out clearly against a December cut raises our level of concern about Powell’s struggle to manage deep divisions within the FOMC and creates additional uncertainty over the path of rates," adds December only modestly favors a cut now.
November 13, 2025 at 4:22 PM
Evercore ISI: Bos Fed Collins' "decision to speak out clearly against a December cut raises our level of concern about Powell’s struggle to manage deep divisions within the FOMC and creates additional uncertainty over the path of rates," adds December only modestly favors a cut now.
EVERCORE: “.. The results made clear that the 2024 Presidential election did not represent a fundamental realignment in terms of key voter subgroups, and suggests Democrats have a very real shot at retaking the House next year ..”
November 5, 2025 at 7:37 PM
EVERCORE: “.. The results made clear that the 2024 Presidential election did not represent a fundamental realignment in terms of key voter subgroups, and suggests Democrats have a very real shot at retaking the House next year ..”
‘The next S&P 500's next move of 10% will be an increase, Evercore ISI clients expect. The survey revealed that 76% of respondents predicted a jump, as opposed to a slump, the highest level going back to at least 2018.’ www.marketwatch.com/livecoverage...
November 4, 2025 at 2:53 PM
‘The next S&P 500's next move of 10% will be an increase, Evercore ISI clients expect. The survey revealed that 76% of respondents predicted a jump, as opposed to a slump, the highest level going back to at least 2018.’ www.marketwatch.com/livecoverage...
EVERCORE: “.. Given the Administration’s budget creativity to date, it’s possible the Administration could find a way to fund #SNAP out of other appropriations (as they did on military pay) or transfer funds under an arcane Agriculture department authority (as they did for WIC).”
October 27, 2025 at 9:35 PM
EVERCORE: “.. Given the Administration’s budget creativity to date, it’s possible the Administration could find a way to fund #SNAP out of other appropriations (as they did on military pay) or transfer funds under an arcane Agriculture department authority (as they did for WIC).”
今年的股市“输家”很可能会成为11月的“赢家”，税收亏损交易为部分股票带来了更好的反弹机会 caus.com/all-articles...
这也意味着，年内仍处于亏损状态的股票占比过高，可能使共同基金在10月31日财年结束前的“税收亏损”季节影响力更大。
回顾一下，税收亏损结转是一种税务策略，通过出售亏损股票以抵消资本收益，从而降低税负。需要注意的是，散户的第二轮税收亏损结转主要发生在12月。
显然，这种结转会给表现本就不佳的股票带来额外的下行压力。不过，Evercore指出，这一策略可能会对10月31日之后的市场表现产生明显的正面影响。
这也意味着，年内仍处于亏损状态的股票占比过高，可能使共同基金在10月31日财年结束前的“税收亏损”季节影响力更大。
回顾一下，税收亏损结转是一种税务策略，通过出售亏损股票以抵消资本收益，从而降低税负。需要注意的是，散户的第二轮税收亏损结转主要发生在12月。
显然，这种结转会给表现本就不佳的股票带来额外的下行压力。不过，Evercore指出，这一策略可能会对10月31日之后的市场表现产生明显的正面影响。
今年的股市“输家”很可能会成为11月的“赢家”，税收亏损交易为部分股票带来了更好的反弹机会
投资者本周开局心情愉快，美中贸易协议的传闻提振了市场情绪。
再加上人们对未来几天大型科技公司财报的乐观预期、美国经济表现相对健康，以及市场普遍预计美联储将在周三降息，这些因素共同推动标准普尔500指数有望创下今年第35次历史新高。
不过，正如由朱利安·伊曼纽尔领导的Evercore ISI分析师指出的那样，尽管罗素3000指数在2025年上涨了15%，与标准普尔500指数涨幅相当，但指数中仍有48...
caus.com
October 27, 2025 at 1:33 PM
今年的股市“输家”很可能会成为11月的“赢家”，税收亏损交易为部分股票带来了更好的反弹机会 caus.com/all-articles...
这也意味着，年内仍处于亏损状态的股票占比过高，可能使共同基金在10月31日财年结束前的“税收亏损”季节影响力更大。
回顾一下，税收亏损结转是一种税务策略，通过出售亏损股票以抵消资本收益，从而降低税负。需要注意的是，散户的第二轮税收亏损结转主要发生在12月。
显然，这种结转会给表现本就不佳的股票带来额外的下行压力。不过，Evercore指出，这一策略可能会对10月31日之后的市场表现产生明显的正面影响。
这也意味着，年内仍处于亏损状态的股票占比过高，可能使共同基金在10月31日财年结束前的“税收亏损”季节影响力更大。
回顾一下，税收亏损结转是一种税务策略，通过出售亏损股票以抵消资本收益，从而降低税负。需要注意的是，散户的第二轮税收亏损结转主要发生在12月。
显然，这种结转会给表现本就不佳的股票带来额外的下行压力。不过，Evercore指出，这一策略可能会对10月31日之后的市场表现产生明显的正面影响。
Ed Elson speaks with Mark Mahaney, head of internet research at Evercore ISI, about what the AWS outage reveals about Amazon’s role in the cloud space and what’s next for the stock…check in on the economic impact of tariffs since Liberation Day.
youtube.com/watch?v=zaAc...
youtube.com/watch?v=zaAc...
Is Amazon Losing Its Edge? What the AWS Outage Means for the Cloud Wars | Prof G Markets
YouTube video by The Prof G Pod – Scott Galloway
youtube.com
October 21, 2025 at 3:58 PM
Ed Elson speaks with Mark Mahaney, head of internet research at Evercore ISI, about what the AWS outage reveals about Amazon’s role in the cloud space and what’s next for the stock…check in on the economic impact of tariffs since Liberation Day.
youtube.com/watch?v=zaAc...
youtube.com/watch?v=zaAc...
EVERCORE: “.. 38 years ago today, 10/19/1987, stocks fell 22.7% in a one day Crash bigger than 1929, sparking fears that another Depression was ahead.” And yet, “it was a starting point .. for two generations (and counting) where the Impossible Becomes Commonplace. And there is more to come.”
October 20, 2025 at 5:16 PM
EVERCORE: “.. 38 years ago today, 10/19/1987, stocks fell 22.7% in a one day Crash bigger than 1929, sparking fears that another Depression was ahead.” And yet, “it was a starting point .. for two generations (and counting) where the Impossible Becomes Commonplace. And there is more to come.”
These are the stocks in the chip sector most at risk from China’s rare earths clampdown, says Evercore ISI
These are the stocks in the chip sector most at risk from China’s rare earths clampdown, says Evercore ISI
Semiconductor-related companies that use rare earth metals in their products could face headwinds as China cracks down on its exports, said Evercore ISI.
cnb.cx
October 13, 2025 at 2:54 PM
These are the stocks in the chip sector most at risk from China’s rare earths clampdown, says Evercore ISI
Evercore ISI on US/China trade fight: “If we fall into an escalation spiral it would initially look stagflationary in the US, but underlying powerfully growth lower / disinflationary everywhere, with US growth at particular risk given its heavy reliance on AI capex and wealth gains.”
October 13, 2025 at 12:46 PM
Evercore ISI on US/China trade fight: “If we fall into an escalation spiral it would initially look stagflationary in the US, but underlying powerfully growth lower / disinflationary everywhere, with US growth at particular risk given its heavy reliance on AI capex and wealth gains.”
This is only the 4th time since 1996 the US has intervened in FX – and the first time since then in EM FX. the other interventions were to buy Yen in 1998, buy euros in 2000 and sell Yen in 2011, says Evercore/ISI.
October 9, 2025 at 9:26 PM
This is only the 4th time since 1996 the US has intervened in FX – and the first time since then in EM FX. the other interventions were to buy Yen in 1998, buy euros in 2000 and sell Yen in 2011, says Evercore/ISI.
Evercore ISI says Trump policies aren't helping the housing market. It just downgraded 6 homebuilders
Evercore ISI says Trump policies aren't helping the housing market. It just downgraded 6 homebuilders
The firm lowered its rating on the stocks to in-line from outperform.
cnb.cx
October 7, 2025 at 11:54 AM
Evercore ISI says Trump policies aren't helping the housing market. It just downgraded 6 homebuilders
Evercore ISI: “While the markets couldn’t have done much better than Bessent at Treasury, we caution he is one player…in the new Trump orbit. We don’t see this as a signal that Trump will drop his campaign ideas on immigration, trade, and deficits in favor of a new market friendly platform.”
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player.in
November 23, 2024 at 10:50 PM
Evercore ISI: “While the markets couldn’t have done much better than Bessent at Treasury, we caution he is one player…in the new Trump orbit. We don’t see this as a signal that Trump will drop his campaign ideas on immigration, trade, and deficits in favor of a new market friendly platform.”
He's an idiot
Https://www.bloomberg.com/news/videos/2018-03-02/evercore-isi-s-hyman-sees-prospects-of-a-trade-war-as-really-scary-video
Https://www.bloomberg.com/news/videos/2018-03-02/evercore-isi-s-hyman-sees-prospects-of-a-trade-war-as-really-scary-video
Trump Says 'Trade Wars Are Good, and Easy to Win'
Ed Hyman, vice chairman at Evercore ISI, discusses possible tariffs from the U.S. and prospects of a trade war. He speaks with Tom Keene on "Bloomberg Surveillance." (Source: Bloomberg)
www.bloomberg.com
March 4, 2025 at 9:44 PM
He's an idiot
Https://www.bloomberg.com/news/videos/2018-03-02/evercore-isi-s-hyman-sees-prospects-of-a-trade-war-as-really-scary-video
Https://www.bloomberg.com/news/videos/2018-03-02/evercore-isi-s-hyman-sees-prospects-of-a-trade-war-as-really-scary-video
Mark Zuckerberg Channel Musician Benson Boone During the Birthday of Bash Bash
Senior CEO of Evercore ISI, Mark Mahaney, discussed whether the Chinese application Deepseek AI poses a challenge to major tech stocks on "Varney & Co." Meanwhile, Mark Zuckerberg, CEO of Meta Platforms, made headlines…
Senior CEO of Evercore ISI, Mark Mahaney, discussed whether the Chinese application Deepseek AI poses a challenge to major tech stocks on "Varney & Co." Meanwhile, Mark Zuckerberg, CEO of Meta Platforms, made headlines…
Mark Zuckerberg Channel Musician Benson Boone During the Birthday of Bash Bash
Senior CEO of Evercore ISI, Mark Mahaney, discussed whether the Chinese application Deepseek AI poses a challenge to major tech stocks on "Varney & Co." Meanwhile, Mark Zuckerberg, CEO of Meta Platforms, made headlines for his appearance at his wife Priscilla Chan's 40th birthday party. Zuckerberg shared a video on Instagram of him on stage at the celebration, initially wearing a tuxedo before tearing it off to reveal a light blue, sparkling jumpsuit.
techwordnews.com
March 1, 2025 at 1:59 AM
Mark Zuckerberg Channel Musician Benson Boone During the Birthday of Bash Bash
Senior CEO of Evercore ISI, Mark Mahaney, discussed whether the Chinese application Deepseek AI poses a challenge to major tech stocks on "Varney & Co." Meanwhile, Mark Zuckerberg, CEO of Meta Platforms, made headlines…
Senior CEO of Evercore ISI, Mark Mahaney, discussed whether the Chinese application Deepseek AI poses a challenge to major tech stocks on "Varney & Co." Meanwhile, Mark Zuckerberg, CEO of Meta Platforms, made headlines…
'“Our real concern is that while Trump may be able to cut a few tariff deals, when the issue is a broader loss of confidence in the United States, even a much fuller retreat on trade might not work,” argues Sarah Bianchi, a senior analyst at Evercore ISI, a US investment bank.'
April 18, 2025 at 1:02 AM
'“Our real concern is that while Trump may be able to cut a few tariff deals, when the issue is a broader loss of confidence in the United States, even a much fuller retreat on trade might not work,” argues Sarah Bianchi, a senior analyst at Evercore ISI, a US investment bank.'
Wall Street banks have slashed their targets for the S&P 500, as fears grow over the potential economic fallout from President Donald Trump’s trade war
FT www.ft.com/content/3996...
FT www.ft.com/content/3996...
April 18, 2025 at 9:06 PM
Wall Street banks have slashed their targets for the S&P 500, as fears grow over the potential economic fallout from President Donald Trump’s trade war
FT www.ft.com/content/3996...
FT www.ft.com/content/3996...
Walmart $WMT Evercore ISI Group Raises price target from 110.00 to 111.00. Maintains Outperform.
https://fundspec.io
Chat with FundSpec AI to analyze your stocks and access financial data on the FundSpec App available on the AppStore or PlayStore!
https://fundspec.io
Chat with FundSpec AI to analyze your stocks and access financial data on the FundSpec App available on the AppStore or PlayStore!
October 21, 2025 at 3:30 PM
Walmart $WMT Evercore ISI Group Raises price target from 110.00 to 111.00. Maintains Outperform.
https://fundspec.io
Chat with FundSpec AI to analyze your stocks and access financial data on the FundSpec App available on the AppStore or PlayStore!
https://fundspec.io
Chat with FundSpec AI to analyze your stocks and access financial data on the FundSpec App available on the AppStore or PlayStore!
Dynavax Technologies to Showcase Innovations at the Upcoming Evercore Healthcare Conference#USA#Emeryville#Dynavax#HEPLISAV-B#CpG_1018
Dynavax Technologies to Showcase Innovations at the Upcoming Evercore Healthcare Conference
Dynavax Technologies is set to participate in the 8th Annual Evercore Healthcare Conference, presenting its pioneering vaccine solutions.
third-news.com
November 19, 2025 at 9:20 PM
Dynavax Technologies to Showcase Innovations at the Upcoming Evercore Healthcare Conference#USA#Emeryville#Dynavax#HEPLISAV-B#CpG_1018
#CTNM Contineum Therapeutics to Attend the 7th Annual Evercore HealthCONx Conference
https://www.stocktitan.net/news/CTNM/contineum-therapeutics-to-attend-the-7th-annual-evercore-health-co-xhdxibvo2m3w.html
https://www.stocktitan.net/news/CTNM/contineum-therapeutics-to-attend-the-7th-annual-evercore-health-co-xhdxibvo2m3w.html
November 25, 2024 at 1:05 PM
#CTNM Contineum Therapeutics to Attend the 7th Annual Evercore HealthCONx Conference
https://www.stocktitan.net/news/CTNM/contineum-therapeutics-to-attend-the-7th-annual-evercore-health-co-xhdxibvo2m3w.html
https://www.stocktitan.net/news/CTNM/contineum-therapeutics-to-attend-the-7th-annual-evercore-health-co-xhdxibvo2m3w.html
Walmart $WMT Evercore ISI Group Lowers price target from 107.00 to 100.00. Maintains Outperform.
https://fundspec.io
Build Sophisticated AI driven valuation and momentum models on the FundSpec App available on the AppStore or PlayStore!
https://fundspec.io
Build Sophisticated AI driven valuation and momentum models on the FundSpec App available on the AppStore or PlayStore!
March 11, 2025 at 4:30 PM
Walmart $WMT Evercore ISI Group Lowers price target from 107.00 to 100.00. Maintains Outperform.
https://fundspec.io
Build Sophisticated AI driven valuation and momentum models on the FundSpec App available on the AppStore or PlayStore!
https://fundspec.io
Build Sophisticated AI driven valuation and momentum models on the FundSpec App available on the AppStore or PlayStore!
Breaking News: ( NASDAQ: #CHTR ) CHTR Price Target Alert: $425.00. Issued by Evercore ISI
#StockMarket #News
#StockMarket #News
July 29, 2024 at 6:10 PM
Breaking News: ( NASDAQ: #CHTR ) CHTR Price Target Alert: $425.00. Issued by Evercore ISI
#StockMarket #News
#StockMarket #News