Market Dynamics: Inflation, Labor, and Economic Surprises – Vimeo thumbnail

Live & Latest UpdatesMarkets

Market Dynamics: Inflation, Labor, and Economic Surprises

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

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.