Sell the Reopen News?
As several states take tentative steps to reopen their economies following lockdowns to slow the spread of Covid-19, the big question for investors is whether a V-shaped recovery is in store. Baird strategist Michael Antonelli discusses why he believes the economic re-openings won’t be greeted with a rally in stocks.
Mentioned in this podcast:
Bad Data Is a Given for Wall Street Gaming Out Lockdown Exit
What an Oil ETF Has to Do With Plunging Oil Prices
‘They Don’t Know What to Say’: Company Earnings Add to Confusion
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