CAP STRAT’s Will Woodall and Mike Rarey, CFA, bring you the most important headlines and investment insights from June in this market update. In this episode:
The latest Fed speak and rate hike predictions
The impact of the “Magnificent 7” stocks
How economic growth is shaping the back half of this year
A big disconnect between stock prices and central bank assets
Plus an investment outlook based on inflation, liquidity, and recession data
