CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, bring you the most important headlines and investment insights this week. In this episode:
The equity market rally has become more inclusive since November
Inflation dislocation – How long will underlying inflation dynamics keep the Fed on hold?
Other notable insights from the first three months of 2024
Analysis and commentary to give you an edge in navigating the markets and optimizing your investment strategies
Live & Latest UpdatesMarkets
Data Shows A Shift In the Stock Market
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, 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.
