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Returns by Market Regime: No Landing vs. Immaculate Landing

In case you missed it, CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, explained the different market regimes and the Fed’s efforts to stabilize the economy. This week:

– The Fed’s efforts to land inflation – all scenarios explained and how to invest during times of inflation uncertainty
– Using market regime framework to predict returns
– Analysis of the big-ticket economic data points: inflation, labor market, and the Fed

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.