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If Hikes Hurt Less, Will Rate Cuts Help More?

03.26.24

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

First Bank of Japan rate hike in 17 years
We dig into the latest FOMC summary of economic projections and rate cuts
Why economic growth continues to accelerate despite tightening financial conditions
Small Cap Stocks: An opportunity?
Analysis and commentary to give you an edge in navigating the markets and optimizing your investment strategies

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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.