CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, offer an insightful market analysis to help you navigate the ever-changing financial landscape. This month:
– The importance of the labor market to the Fed and markets right now
– Risk of a recession as unemployment ticks up
– Earnings expectations: Magnificent 7 vs. other 493
– Concerns about high equity concentration and why Mike says, “This is pretty crazy.”
– Predicting the Next President with data – A preview of the next Deep Dive by CAP STRAT
