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The Labor Market Data

In collaboration with the CAP STRAT Research Team, Mike and Mike unravel the most compelling financial data stories, transforming complex numbers into captivating narratives that reveal hidden trends. 

This month, we focus on U.S. labor market data:

What exactly is the current state of the job market?
The immigration boom: A disinflationary shock!
Divergence in the stories about the labor market and who to believe
Business formations and bankruptcies
The implication of these dynamics on inflation, liquidity, economic growth, and recession outlook.

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.