CAP STRAT’s Will Woodall and Mike Rarey, CFA, bring you important headlines and investment insights this week. In this episode:
– Ugly February asset returns
– No soft landing for inflation
– Interest rates might not come down for a full year
– Why the Fed is teed up for more rate hikes because of financial conditions
Markets
Recent Economic Surprises Working Against the Fed and Inflation
Will Woodall
Managing Principal
Will is Managing Principal of CAP STRAT and leads all aspects of the business enterprise, overseeing the investment strategy and process, technology, operations, business development, and client service.
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.
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