While major indices are staying afloat, beneath the surface, the landscape is changing.
In this month’s Outlook, CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, break down what’s driving the latest market moves:
- How long will the economic slowdown last?
- Tariff data going “in the wrong direction”
- What just happened to the labor market?
- What the data suggests about the Fed’s next move
