Markets

The Magnificent 7 & The New Labor Market Data

10.10.23

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 Magnificent 7 appear invincible
-What did the jobs report reveal about the US economy?
-Viewer question: What would happen if the Fed decides to start selling mortgage-backed securities (MBS)?
-Plus an investment outlook based on inflation, liquidity, recession, and economic growth data

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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.