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Decoding Inflation: Insights and Predictions for 2024

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 latest CPI report was hotter than expected and PPI was still in deflationary territory
– When the Fed might cut rates
– A change in pace for quantitative tightening
– Analysis and commentary to give you an edge in navigating the markets and optimizing your investment strategies

Mike Rarey

Mike Rarey, CFA

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

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.