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Market Update & Decoding the Inverted Yield Curve

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

Capping off a tough September
The potential for a shift in market prices if long-term rates remain or increase
Decoding the inverted yield curve: Can we get uninverted without a recession?
Plus an investment outlook based on inflation, liquidity, recession, and economic growth data

Mike Rarey

Mike Rarey, CFA

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

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.