Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
Episodes
Monday Mar 15, 2021
Monday Mar 15, 2021
If long-term US interest rates stay below 2%, that’s a great sign for equity investors. But if they don’t… it’s amazing to see the pretzels that people contort into to convince themselves that rising rates are not a problem for equities. Also: an early look at the Zoom shock on commercial and residential real estate, and the diverging COVID trends in the US vs Europe.