In this week’s note, we discuss the latest news on US infection trends and reopening plans, Remdesivir trial results and whether US fiscal stimulus is “enough”. This week’s in-depth section: COVID’s impact on unfunded obligations of US states and the Chapter 9 debate. We conclude with a discussion of COVID, food/energy supplies and the Electoral College.
LISTEN AND SUBSCRIBE TO MICHAEL CEMBALEST
In this podcast series, Michael Cembalest, Chairman of Market and Investment Strategy offers timely commentary on the economy, marekts and investment portfolios
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