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