Markets

These Are The Significant Details from the Jackson Hole Symposium

08.29.23

CAP STRAT’s Michael Warford, CFA, and Mike Rarey, CFA, dig into the significant details from the Jackson Hole symposium (aka “the Super Bowl of Central Banking”). In this episode:

Takeaways from Jackson Hole meaningful to asset markets
“The two percent is and will remain our inflation target.” Jerome Powell
The market action that followed
Plus an investment outlook based on inflation, liquidity, recession, and economic growth data

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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.