CAP STRAT’s Will Woodall and Mike Rarey, CFA, bring you the most important headlines and investment insights from June in this market update. In this episode:
The latest Fed speak and rate hike predictions
The impact of the “Magnificent 7” stocks
How economic growth is shaping the back half of this year
A big disconnect between stock prices and central bank assets
Plus an investment outlook based on inflation, liquidity, and recession data
In Memoriam 1966 - 2024
Will was a founder and Managing Principal of CAP STRAT leading all aspects of the business enterprise, overseeing the investment strategy and process, technology, operations, business development, and client service.
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.
