Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
Episodes
May 11, 2020
May 11, 2020
13 min
An update on the COVID-19 crisis as the US prepares to reopen despite having one of the highest infection rates in the world. Additional topics: monoclonal antibodies and anti-viral trials; the growing gap between markets and the economy; S&P 500 earnings haves and have-nots; regional equity performance (Europe loses again) and leveraged loans at a time of rising bankruptcies.