CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, bring you the most important headlines and investment insights this week. In this episode:
The market reacts to the FOMC conference
Can the Fed really pull off a soft landing?
Three events that will impact Q4: Student loan repayments, a government shutdown, and the UAW strike
Plus an investment outlook based on inflation, liquidity, recession, and economic growth data
Markets
Market Reacts To Fed Meeting & The 3 Events that will Impact Q4
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, 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.
