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 impact of the bumpy landing regime
The inflation forecast – Disinflation is back!
Labor market dynamics
Unexpected economic data
The performance outlook for stocks and bonds in different regimes and valuations in various equity areas are scrutinized
Live & Latest UpdatesMarkets
Market Dynamics: Inflation, Labor, and Economic Surprises
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, Director of Finance and Administration
Michael oversees the financial initiatives of the Firm and leads day-to-day administrative functions. Michael is also Co-Head of the CAP STRAT Investment Committee with Mike Rarey.
