CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, bring you the most important headlines and investment insights this week. In this episode:
We demonstrate the market’s vulnerability until the Fed cuts rates
The Tortoise and The Hare of the Stock Market
Why inflation expectations fell and when we expect the Fed to be in rate-cut territory
The impact of rising bond yields on housing and the dollar
Analysis and commentary to give you an edge in navigating the markets and optimizing your investment strategies
