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If Hikes Hurt Less, Will Rate Cuts Help More?

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

First Bank of Japan rate hike in 17 years
We dig into the latest FOMC summary of economic projections and rate cuts
Why economic growth continues to accelerate despite tightening financial conditions
Small Cap Stocks: An opportunity?
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.