Markets

Why We’re Obsessed with Jobless Claims Going Into 2024

12.12.23

CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, bring you the most important headlines and investment insights this week and going into 2024. In this episode:

– The labor market data behind our 2024 market expectations
– The Fed meets this week – Cuts are the new hikes.
– Can the Fed pull off the cut cycle without putting the economy into recession?
– 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.