Markets

2024 Fed Outlook – The Biggest Mistake They Want To Avoid

12.05.23

CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, bring you the most important headlines and investment insights this week and into 2024. In this episode:

When will diversification benefits come back?
Outlook for the Fed in 2024 – The biggest mistake they want to avoid
The pathway to get inflation down is in sight
Plus an investment outlook based on inflation, liquidity, recession, and economic growth data

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Mike Rarey, CFA

Principal, Chief Investment Officer

Mike oversees the firm's investment research and portfolio management and co-heads the CAP STRAT Investment Committee.

Michael Warford, CFA

Principal, Director of Finance and Administration

Michael oversees the financial initiatives of the Firm and leads day-to-day administrative functions. Michael is also Co-Head of the CAP STRAT Investment Committee with Mike Rarey.