Markets

The Magnificent 7 & The New Labor Market Data

10.10.23

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

-The Magnificent 7 appear invincible
-What did the jobs report reveal about the US economy?
-Viewer question: What would happen if the Fed decides to start selling mortgage-backed securities (MBS)?
-Plus an investment outlook based on inflation, liquidity, recession, and economic growth data

Start the Conversation

Return to Insights

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.