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Fed Meeting Preview: GDP and Inflation Breakdown

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

Will there be any surprises in the upcoming FOMC meeting?

How recent news coverage may not reflect Q1 economic data and inflation expectations

Real domestic sales and momentum in the U.S. economy

The shift to a “no landing” market regime and its implications

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.