Evercore’s Julian Emanuel Expects Stock Volatility in Fourth Quarter
Julian Emanuel, chief equity and quantitative strategist at Evercore ISI, said he expects stock-market volatility in the fourth quarter. He also described rising bond yields as a “new normal” and said investors should prepare to buy technology-stock declines, according to a Bloomberg report published October 1, 2026.
Julian Emanuel, chief equity and quantitative strategist at Evercore ISI, said he expects volatility in stocks during the fourth quarter, according to Bloomberg.
Emanuel also characterized rising bond yields as a “new normal.” The source did not provide additional detail on the level or direction of yields.
He said investors should prepare to buy dips in technology stocks in the fourth quarter. The available report does not specify which technology stocks or the conditions Emanuel expects would create buying opportunities.
THE QUESTIONS THIS EVENT LEAVES BEHIND
What assumptions underpin Emanuel’s expectation that technology-stock declines will create buying opportunities?
How might a sustained rise in bond yields change the appeal of technology stocks?
Which market conditions would invalidate the expectation of fourth-quarter volatility?
What incentives could influence an investment strategist’s public market outlook?
How would investors respond if rising bond yields became more than a temporary adjustment?
YOUR QUESTION
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GLOBAL CURIOSITY MAP · SEPTEMBER 2026