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The Market Shows Its Vulnerability

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

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.