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