CAP STRAT’s Will Woodall and Mike Rarey, CFA, bring you the most important headlines and investment insights this week. In this episode:
A rebound in food and energy prices and what it means for inflation
A slowing trend in nonfarm payrolls
How seasonally adjusted jobless claims shift the narrative
Plus an investment outlook based on inflation, liquidity, recession, and economic growth 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.
