Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
Episodes
Monday Apr 10, 2023
Monday Apr 10, 2023
Frankenstein’s Monster: banking system deposits and the unintended fallout from the Fed’s monetary experiment; commercial real estate, regional banks and the COVID occupancy shock; the wipeout of Credit Suisse contingent capital securities; a market and economic update; and an update on San Francisco, which has experienced the weakest post-COVID recovery of any major city in North America.