Markets

Why We’re Obsessed with Jobless Claims Going Into 2024

12.12.23

CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, bring you the most important headlines and investment insights this week and going into 2024. In this episode:

– The labor market data behind our 2024 market expectations
– The Fed meets this week – Cuts are the new hikes.
– Can the Fed pull off the cut cycle without putting the economy into recession?
– Plus an investment outlook based on inflation, liquidity, recession, and economic growth data

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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, 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.