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Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
"Kamilton": the 2024 election and who tells your story
Eye On The Market
20 minutes 2 seconds
1 year ago
"Kamilton": the 2024 election and who tells your story
A reflection on the 2024 election and who tells your story. On Trump’s victory: market implications of a supply side boost from deregulation clashing against inflationary impulses of tariffs and deportations. The ten year Treasury will be the most reliable barometer of all. To conclude, an ode to vaccines and an RFK bibliography.
Eye On The Market
Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
