Labor Market, Recession, Election: What’s Coming in 2024? – Vimeo thumbnail

Live & Latest UpdatesMarkets

Labor Market, Recession, Election: What’s Coming In 2024?

CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, discuss key indicators of a recession, present new data on the state of job growth, and offer this market analysis to help you navigate the ever-changing financial landscape.

In this episode:
– Three scenarios for the Fed’s rate cut cycle
– Labor market trends and weaker-than-expected data
– Insights into whether we are truly facing a recession
– The latest prediction for the Presidential election

Mike Rarey

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

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.