In a volatile market environment shaped by on-again, off-again tariffs, political friction, and inflation, how should investors respond — and what still makes sense?
In this edition of The Outlook by CAP STRAT, Mike Warford, CFA, and Mike Rarey, CFA, break down:
- What are the potential escape routes from tariff chaos for the U.S. economy?
- Why SuperCore inflation suggests the Fed has room to cut rates
- What job cut announcements are telling us
- How are we managing portfolio risk in this environment, and what looks good?
And in case you missed it, Mike and Mike unpacked The Big Beautiful Bill in the last Deep Dive by CAP STRAT.
