Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
Episodes
Mar 5, 2020
Mar 5, 2020
20 min
An update on the Democratic Primary. Confounding almost every forecast we saw last week, Senator Biden appears to have emerged from Super Tuesday with a sizeable delegate lead. Why might the night have turned out so differently from what was expected just a few days ago? This week's note includes some charts and exhibits to think about.