Noise or Signal? Understanding the Rallies, Earnings & the Fed’s Actions – Vimeo thumbnail

Markets

Noise or Signal? Understanding the Rallies, Earnings & the Fed’s Actions

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

Corporate earnings are coming down.
The Fed needs to hike more.
Is a profit recession on the horizon?
Record call option volume – What does this mean?​​​​​​​

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.

Spencer Yurkowitz

Spencer Yurkowitz

Senior Analyst

Spencer performs in-depth analysis on investment managers including their manager style, strategy, and execution. Learn more about Spencer.