CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, bring you the most important headlines and investment insights this week. In this episode:
Optimism over disinflation, or the slowing of the pace of price inflation
Potential signs of weakness in employment data
Timing the Fed’s first rate cut
How the Fed is better prepared to soothe markets today
Analysis and commentary to give you an edge in navigating the markets and optimizing your investment strategies
Live & Latest UpdatesMarkets
Disinflation Is Back!
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.
