11 min listen
Quiet Flows the Don
ratings:
Length:
14 minutes
Released:
Nov 9, 2020
Format:
Podcast episode
Description
For the first time in 100 years, a challenger unseated an incumbent President at a time of strong economic and market tailwinds. However, the election delivered a clearer referendum on the President himself than on policy issues dividing Democrats and Republicans; it looks like divided government may remain. So, in this week’s Eye on the Market, a (possibly) divided government investor playbook. To conclude, comments on this morning’s Pfizer vaccine news and the road to herd immunity (approval, distribution and acceptance).
Released:
Nov 9, 2020
Format:
Podcast episode
Titles in the series (95)
America, First: Michael Cembalest discusses his latest Eye on the Market: America, First. Michael reviews the strength of US equity markets so far this year in the context of fading fiscal and monetary stimulus, signs of fatigue in US tech stocks and potential ramificat... by Eye On The Market