CAP STRAT’s Michael Warford, CFA, and Mike Rarey, CFA, dig into the significant details from the Jackson Hole symposium (aka “the Super Bowl of Central Banking”). In this episode:
Takeaways from Jackson Hole meaningful to asset markets
“The two percent is and will remain our inflation target.” Jerome Powell
The market action that followed
Plus an investment outlook based on inflation, liquidity, recession, and economic growth data
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.
Principal, Director of Finance and Administration
Michael oversees the financial initiatives of the Firm and leads day-to-day administrative functions. Michael is also Co-Head of the CAP STRAT Investment Committee with Mike Rarey.
