CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, bring you the most important headlines and investment insights this week. In this episode:
– Rate cut expectations are getting pushed back, how is the market reacting?
– Current developments around commercial real estate and regional banking
– Analysis and commentary to give you an edge in navigating the markets and optimizing your investment strategies
Markets
Our Prediction For Interest Rate Cuts in 2024
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.
