{"id":3293,"date":"2026-03-31T00:58:10","date_gmt":"2026-03-31T00:58:10","guid":{"rendered":"https:\/\/finzexpert.com\/blog\/buy-stocks-if-sp-500-falls-to-this-level-evercore-isis-emanuel\/"},"modified":"2026-03-31T00:58:10","modified_gmt":"2026-03-31T00:58:10","slug":"buy-stocks-if-sp-500-falls-to-this-level-evercore-isis-emanuel","status":"publish","type":"post","link":"https:\/\/finzexpert.com\/blog\/buy-stocks-if-sp-500-falls-to-this-level-evercore-isis-emanuel\/","title":{"rendered":"Buy stocks if S&#038;P 500 falls to this level: Evercore ISI&#8217;s Emanuel"},"content":{"rendered":"\n<div>\n<div data-test=\"articleBody-2\" data-analytics=\"RegularArticle-articleBody-5-2\">\n<p><span hidden=\"\" aria-hidden=\"true\" class=\"ArticleBody-extraData\"><span hidden=\"\" aria-hidden=\"true\" class=\"ArticleBody-extraData\"><span hidden=\"\" aria-hidden=\"true\" class=\"xyz-data\">A week of &#8220;maximum uncertainty&#8221; should deliver a key opportunity for investors, according to Evercore ISI&#8217;s Julian Emanuel. &#8220;We&#8217;re getting towards an inflection point where we would want to commit capital here,&#8221; the firm&#8217;s managing director said Monday on CNBC&#8217;s &#8221; Fast Money .&#8221; Emanuel pinpoints next Monday, April 6, the day President Donald Trump lifts the pause on attacking Iran&#8217;s energy facilities , as a potential gamechanger for energy prices and Wall Street. &#8220;The bullish case for stocks lies solely on getting the oil price down,&#8221; said Emanuel, who sees another 30 to 45 days of prices at current levels doing lasting damage to the economy and markets. That&#8217;s not his base case, however. The market bull plans to deploy more cash to stocks if the S &amp; P 500 drops to 6,150 \u2014 which would reflect another 3% loss from current levels. &#8220;It would almost be sort of irrational to say that it&#8217;s not a possibility,&#8221; said Emanuel. &#8220;It&#8217;s a buying opportunity in our view.&#8221; The drop would put the S &amp; P 500 firmly in correction territory. Right now, the index is about 0.6% from correction territory. &#8216;Tariff tantrum&#8217; parallels Emanuel compares the current backdrop to last year&#8217;s &#8220;tariff tantrum.&#8221; He predicts a policy breakthrough on Iran would spark a powerful rebound similar to Trump&#8217;s &#8220;tariff pivot.&#8221; Last March, Emanuel also gave &#8220;Fast Money&#8221; a deadline surrounding peak uncertainty. In a note that week, he told investors to resist tariff angst and accumulate stocks. By May, the S &amp; P 500 recovered its losses . Now, Emanuel is looking to pounce on a popular market group that has been struggling: The artificial intelligence trade. &#8220;They have very visible earnings streams,&#8221; he said. &#8220;Of course, there will be those concerns around AI and capex. But these are the names that if the economy slows down, you&#8217;re still going to get the earnings at a price that&#8217;s very attractive.&#8221; Emanuel, who expects the S &amp; P 500 to rebound to all-time highs, points to an encouraging pattern in the charts. &#8220;When we look at the Nasdaq 100 in general, the P\/E [price-to-earnings] of that index is trading at a relative low versus the S &amp; P 500 going back to the pandemic,&#8221; he said. &#8220;We think it&#8217;s time to dip a toe into large cap tech .&#8221; Emanuel has a 7,750 year-end target on the S &amp; P 500, a 22% jump from Monday&#8217;s close. Disclaimer<\/span><\/span><\/span><span class=\"HighlightShare-hidden\" style=\"top:0;left:0\"\/><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A week of &#8220;maximum uncertainty&#8221; should deliver a key opportunity for investors, according to Evercore ISI&#8217;s Julian Emanuel. &#8220;We&#8217;re getting towards an inflection point where we would want to commit capital here,&#8221; the firm&#8217;s managing director said Monday on CNBC&#8217;s &#8221; Fast Money .&#8221; Emanuel pinpoints next Monday, April 6, the day President Donald Trump [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":3294,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[660,3111,3109,1677,3110,311,191],"class_list":["post-3293","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-loan","tag-buy","tag-emanuel","tag-evercore","tag-falls","tag-isis","tag-level","tag-stocks"],"_links":{"self":[{"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/posts\/3293","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/comments?post=3293"}],"version-history":[{"count":0,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/posts\/3293\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/media\/3294"}],"wp:attachment":[{"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/media?parent=3293"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/categories?post=3293"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/tags?post=3293"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}