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Markets

Market Update & Decoding the Inverted Yield Curve

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

Capping off a tough September
The potential for a shift in market prices if long-term rates remain or increase
Decoding the inverted yield curve: Can we get uninverted without a recession?
Plus an investment outlook based on inflation, liquidity, recession, and economic growth data

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.