Julian Emanuel Says It's Time to Buy Equities

The video discusses the current market environment, highlighting the tension and changes observed recently. It explains the correlation between equity and bond markets, emphasizing the influence of economic predictions and geopolitical factors. The discussion includes insights from renowned economist Edward S. Hyman, focusing on disinflation and market trends, with a look at oil and copper prices. The video concludes with a positive outlook for market earnings in the upcoming year.

What is the significance of disinflation in the current economic environment?

Why does the speaker believe the market is on better footing in the fourth quarter?