The market rally has stalled, and investors wonder if the Fed will step in to save it. CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, explore the current state of the market, the Fed’s options, and what it could mean for your investments.
This month:
The first trading day of 2025 was negative; does it hint at a bad year?
Inflation: Tariff shock expected in Q1
Alarming decline in labor force flows: Fewer transitions from unemployed to employed
What needs to happen for the Fed to cut rates four times this year?
The Last Minute: key opportunities and insights to navigate 2025
