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Returns by Market Regime: No Landing vs. Immaculate Landing

In case you missed it, CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, explained the different market regimes and the Fed’s efforts to stabilize the economy. This week:

– The Fed’s efforts to land inflation – all scenarios explained and how to invest during times of inflation uncertainty
– Using market regime framework to predict returns
– Analysis of the big-ticket economic data points: inflation, labor market, and the Fed

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.