In this new episode of The Outlook, CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, break down the latest market movements to help you navigate today’s dynamic financial environment.
From global equity performance to fixed income shifts, highlights include:
- What’s needed from earnings and the Fed to justify stocks at all-time highs?
- Can foreign stocks continue to outperform?
- Has U.S. dollar weakness gone too far?
- How does the passage of the Big Beautiful Bill improve the outlook for bonds?
