EVERCORE: “DOGE failed.”
February 3, 2026 at 1:36 PM
EVERCORE: “DOGE failed.”
Evercore wuz right.
EVERCORE: “.. We expect the Court of Appeals for the Federal Circuit to issue a ruling shortly after Labor Day and think it is more likely than not that the IEEPA tariffs are struck down.” 👀
August 29, 2025 at 9:48 PM
Evercore wuz right.
EVERCORE: Virginia legislators voted Monday to approve a budget that would impose a first-of-a-kind electricity consumption tax on data centers.
(via Schwab)
(via Schwab)
June 23, 2026 at 4:47 PM
EVERCORE: Virginia legislators voted Monday to approve a budget that would impose a first-of-a-kind electricity consumption tax on data centers.
(via Schwab)
(via Schwab)
EVERCORE: “.. This is ‘sell America’ again within a much broader global risk off ..”
@cnbc.com
www.cnbc.com/2026/01/20/s...
@cnbc.com
www.cnbc.com/2026/01/20/s...
January 20, 2026 at 4:03 PM
EVERCORE: “.. This is ‘sell America’ again within a much broader global risk off ..”
@cnbc.com
www.cnbc.com/2026/01/20/s...
@cnbc.com
www.cnbc.com/2026/01/20/s...
Someone’s punchy over at Evercore. 😏
May 12, 2025 at 10:22 AM
Someone’s punchy over at Evercore. 😏
Took a while but .. solid call from Evercore.
EVERCORE: “.. We think the Supreme Court is more likely than not to rule against the government ..
“.. we are watching as to whether and how the Court allows for a process for refunds, which could cost the government at least $133bn (IEEPA receipts as of Dec. 14).”
“.. we are watching as to whether and how the Court allows for a process for refunds, which could cost the government at least $133bn (IEEPA receipts as of Dec. 14).”
February 20, 2026 at 3:35 PM
Took a while but .. solid call from Evercore.
July 14, 2026 at 2:32 PM
Evercore ISI: "If China had to face a trade war, this is the trade war it wanted."
February 3, 2025 at 12:35 PM
Evercore ISI: "If China had to face a trade war, this is the trade war it wanted."
EVERCORE: “US weighted average tariff rate now 7-10%, the highest in decades.” 🇺🇸
March 13, 2025 at 5:11 PM
EVERCORE: “US weighted average tariff rate now 7-10%, the highest in decades.” 🇺🇸
EVERCORE: “.. Since the March 30 low and in particular over the last couple of weeks, it Feels Like 1999.”
May 11, 2026 at 12:19 PM
EVERCORE: “.. Since the March 30 low and in particular over the last couple of weeks, it Feels Like 1999.”
The government can barely implement the tariffs already announced, says Evercore.
“.. importers have yet to fully update systems/paperwork, and CBP has limited ability to enforce ..”
“.. importers have yet to fully update systems/paperwork, and CBP has limited ability to enforce ..”
September 3, 2025 at 4:47 PM
The government can barely implement the tariffs already announced, says Evercore.
“.. importers have yet to fully update systems/paperwork, and CBP has limited ability to enforce ..”
“.. importers have yet to fully update systems/paperwork, and CBP has limited ability to enforce ..”
Evercore analysts reckon the weighted average US tariff post April 2nd is a Smooth-Hawley-busting 29%.
April 2, 2025 at 10:54 PM
Evercore analysts reckon the weighted average US tariff post April 2nd is a Smooth-Hawley-busting 29%.
BLOOMBERG: “.. Multiple firms, including Comerica Bank, Evercore ISI and Barclays, say there could be up to half a million job losses by the end of the year ..”
@bloomberg.com #NFP 🇺🇸
www.bloomberg.com/news/article...
@bloomberg.com #NFP 🇺🇸
www.bloomberg.com/news/article...
March 6, 2025 at 9:44 PM
BLOOMBERG: “.. Multiple firms, including Comerica Bank, Evercore ISI and Barclays, say there could be up to half a million job losses by the end of the year ..”
@bloomberg.com #NFP 🇺🇸
www.bloomberg.com/news/article...
@bloomberg.com #NFP 🇺🇸
www.bloomberg.com/news/article...
EVERCORE: “.. The Sunday night readout from Sec. Bessent and USTR Greer of their day-long meeting with Chinese Vice Premier He Lifeng .. is consistent with our expectation that there will be no substantive agreement on AI, but rather discussions about process ..”
September 21, 2026 at 12:30 PM
EVERCORE: “.. The Sunday night readout from Sec. Bessent and USTR Greer of their day-long meeting with Chinese Vice Premier He Lifeng .. is consistent with our expectation that there will be no substantive agreement on AI, but rather discussions about process ..”
Healthy diet of downgrades today:
* Southwest (Evercore)
* Doordash (Jefferies)
* AmEx (Monness)
* Ameriprise (Morgan Stanley)
* Freeport (Morgan Stanley)
* SolarEdge (JPMorgan)
@cnbc.com
* Southwest (Evercore)
* Doordash (Jefferies)
* AmEx (Monness)
* Ameriprise (Morgan Stanley)
* Freeport (Morgan Stanley)
* SolarEdge (JPMorgan)
@cnbc.com
July 15, 2025 at 12:04 PM
Healthy diet of downgrades today:
* Southwest (Evercore)
* Doordash (Jefferies)
* AmEx (Monness)
* Ameriprise (Morgan Stanley)
* Freeport (Morgan Stanley)
* SolarEdge (JPMorgan)
@cnbc.com
* Southwest (Evercore)
* Doordash (Jefferies)
* AmEx (Monness)
* Ameriprise (Morgan Stanley)
* Freeport (Morgan Stanley)
* SolarEdge (JPMorgan)
@cnbc.com
With charts like this, you can see why Korea is halting listings of levered ETF’s.
(via Evercore)
(via Evercore)
July 16, 2026 at 1:53 PM
With charts like this, you can see why Korea is halting listings of levered ETF’s.
(via Evercore)
(via Evercore)
EVERCORE: ".. This is the first time Powell has decided to fight back. We are stunned by this deeply disturbing development .. the administration and the central bank are now in open war –- something Powell and .. Bessent have tried strenuously to avoid. .. This is unambiguously risk off."
January 12, 2026 at 11:59 AM
EVERCORE: ".. This is the first time Powell has decided to fight back. We are stunned by this deeply disturbing development .. the administration and the central bank are now in open war –- something Powell and .. Bessent have tried strenuously to avoid. .. This is unambiguously risk off."
EVERCORE: “.. if the Trump Administration defies a court order in a way that impacts meaningful government spending or undercuts the judiciary’s ability to enforce contracts or effectively mediate commercial disputes .. then we see higher risks of an adverse market reaction.” 🇺🇸
March 18, 2025 at 10:47 PM
EVERCORE: “.. if the Trump Administration defies a court order in a way that impacts meaningful government spending or undercuts the judiciary’s ability to enforce contracts or effectively mediate commercial disputes .. then we see higher risks of an adverse market reaction.” 🇺🇸
EVERCORE: “.. more reminiscent of Democratic policies which target Wall Street and industries rather than the deregulatory impulse that drove much of Trump’s 2025 agenda ..”
$COF $JPM
$COF $JPM
January 11, 2026 at 11:26 PM
EVERCORE: “.. more reminiscent of Democratic policies which target Wall Street and industries rather than the deregulatory impulse that drove much of Trump’s 2025 agenda ..”
$COF $JPM
$COF $JPM
EVERCORE: “.. This is not about stagflation: inflation break-evens have fallen. ..
“.. It reflects evaporating US growth exceptionalism and the reduced attraction at the margin of dollar assets for reserve purposes amid erratic US decision-making.
@nicktimiraos.bsky.social
“.. It reflects evaporating US growth exceptionalism and the reduced attraction at the margin of dollar assets for reserve purposes amid erratic US decision-making.
@nicktimiraos.bsky.social
April 10, 2025 at 8:03 PM
EVERCORE: “.. This is not about stagflation: inflation break-evens have fallen. ..
“.. It reflects evaporating US growth exceptionalism and the reduced attraction at the margin of dollar assets for reserve purposes amid erratic US decision-making.
@nicktimiraos.bsky.social
“.. It reflects evaporating US growth exceptionalism and the reduced attraction at the margin of dollar assets for reserve purposes amid erratic US decision-making.
@nicktimiraos.bsky.social
EVERCORE: “.. the Navy reportedly has been turning down requests for escorts thus far.
“.. If Iranian missiles remain operational, the geography of the Strait would significantly constrain U.S. Navy vessels’ reaction time to deploy countermeasures, making an escort operation extremely high risk.”
“.. If Iranian missiles remain operational, the geography of the Strait would significantly constrain U.S. Navy vessels’ reaction time to deploy countermeasures, making an escort operation extremely high risk.”
March 11, 2026 at 1:45 AM
EVERCORE: “.. the Navy reportedly has been turning down requests for escorts thus far.
“.. If Iranian missiles remain operational, the geography of the Strait would significantly constrain U.S. Navy vessels’ reaction time to deploy countermeasures, making an escort operation extremely high risk.”
“.. If Iranian missiles remain operational, the geography of the Strait would significantly constrain U.S. Navy vessels’ reaction time to deploy countermeasures, making an escort operation extremely high risk.”
EVERCORE: Treasury’s economic pressure on Iran “is likely to be limited. .. most major Iranian institutions are already subject to extensive U.S. sanctions. .. expanding the potential scope is one thing and enforcing it is another.”
August 24, 2026 at 10:00 PM
EVERCORE: Treasury’s economic pressure on Iran “is likely to be limited. .. most major Iranian institutions are already subject to extensive U.S. sanctions. .. expanding the potential scope is one thing and enforcing it is another.”
EVERCORE: “.. Trump’s immigration policies are having a major impact .. Prior to this year, net immigration .. provided an important boost to both aggregate supply and demand that is now largely gone, translating into lower potential GDP growth and fewer jobs ..”
September 11, 2025 at 7:30 PM
EVERCORE: “.. Trump’s immigration policies are having a major impact .. Prior to this year, net immigration .. provided an important boost to both aggregate supply and demand that is now largely gone, translating into lower potential GDP growth and fewer jobs ..”
EVERCORE: “.. If implemented, [Trump’s Greenland] tariffs would violate the U.S.-EU and U.S.-UK trade deals struck earlier this year, sending a worrisome signal not just to those trading partners but to any other that has made or is contemplating a trade deal with Trump.”
January 19, 2026 at 12:59 AM
EVERCORE: “.. If implemented, [Trump’s Greenland] tariffs would violate the U.S.-EU and U.S.-UK trade deals struck earlier this year, sending a worrisome signal not just to those trading partners but to any other that has made or is contemplating a trade deal with Trump.”
Investment firm Evercore has upgraded its price target for Apple, again because of the continued success of the iPhone 17 family.
Evercore raises its Apple price target to $330 on iPhone 17 demand
Investment firm Evercore has upgraded its price target for Apple, again because of the continued success of the iPhone 17 family.
appleinsider.com
January 9, 2026 at 11:58 AM
Investment firm Evercore has upgraded its price target for Apple, again because of the continued success of the iPhone 17 family.