CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, bring you the most important headlines and investment insights this week. In this episode:
– Market expectations: Inflation outlook for 2024
– The consensus on slowing economic growth
– Forecasters: The Fed’s hiking cycle is over
– Plus we check in on our recession signal
Principal, Chief Investment Officer
Mike oversees the firm's investment research and portfolio management and co-heads the CAP STRAT Investment Committee.
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.
