Commercial Real Estate Stress & Inflation Dislocation – Vimeo thumbnail

Live & Latest UpdatesMarkets

Commercial Real Estate Stress & Inflation Dislocation

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

An analysis of last week’s hotter-than-expected inflation report
Is the market still expecting the Fed to pull off an “immaculate landing”?
How commercial real estate is stressing banks
Analysis and commentary to give you an edge in navigating the markets and optimizing your investment strategies

Mike Rarey

Mike Rarey, CFA

Principal, Director of Investment Research

Mike oversees CAP STRAT's investment research processes and leads the development of CAP STRAT's economic and financial market outlook and capital market assumptions.

Michael Warford

Michael Warford, CFA

Principal, Senior Research Analyst

Mike supports the firm’s investment research capabilities by performing in-depth analysis on fixed income investment managers, focusing on manager style, strategy, and execution.