CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, bring you the most important headlines and investment insights this week and into 2024. In this episode:
When will diversification benefits come back?
Outlook for the Fed in 2024 – The biggest mistake they want to avoid
The pathway to get inflation down is in sight
Plus an investment outlook based on inflation, liquidity, recession, and economic growth data