CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, bring you the most important headlines and investment insights this week. In this episode:
The market reacts to the FOMC conference
Can the Fed really pull off a soft landing?
Three events that will impact Q4: Student loan repayments, a government shutdown, and the UAW strike
Plus an investment outlook based on inflation, liquidity, recession, and economic growth data
Markets
Market Reacts To Fed Meeting & The 3 Events that will Impact Q4
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.
