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Berning Man

03/04/2020

Michael Cembalest

Eye on the Market: Berning Man

An update on the Democratic Primary: Confounding almost every forecast we saw last week, Senator Biden appears to have emerged from Super Tuesday with a sizeable delegate lead. Why might the night have turned out so differently from what was expected just a few days ago? This week's note includes some charts and exhibits to think about.

Also, more on the COVID-19 coronavirus: understanding the possible impact of temperature/humidity/sunlight on transmission rates; the importance of isolation and "contact tracing"; reproductive numbers; and how long viruses last on hard surfaces.

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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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