CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, dive into the complex world of the Fed’s interest rate cut cycles, exploring when these moves are effective and when they fall short.
Considering both historical data and the current economic landscape, this Deep Dive explores:
– How interest rate cuts work
– Three possible outcomes
– What we think will happen this time
Principal, Chief Investment Officer
Mike oversees the firm's investment research and portfolio management and co-heads the CAP STRAT Investment Committee.
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.
