CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, offer an insightful market analysis to help you navigate the ever-changing financial landscape. This month:
The impact of the bumpy landing regime
The inflation forecast – Disinflation is back!
Labor market dynamics
Unexpected economic data
The performance outlook for stocks and bonds in different regimes and valuations in various equity areas are scrutinized
Live & Latest UpdatesMarkets
Market Dynamics: Inflation, Labor, and Economic Surprises
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.
