Noise or Signal? Understanding the Rallies, Earnings & the Fed’s Actions – Vimeo thumbnail

Markets

Noise or Signal? Understanding the Rallies, Earnings & the Fed’s Actions

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

Corporate earnings are coming down.
The Fed needs to hike more.
Is a profit recession on the horizon?
Record call option volume – What does this mean?​​​​​​​

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.

Spencer Yurkowitz

Spencer Yurkowitz

Senior Analyst

Spencer performs in-depth analysis on investment managers including their manager style, strategy, and execution. Learn more about Spencer.