Michael Casper
Bloomberg Intelligence
About Michael
Michael Casper, CFA, is a U.S. equity strategist for Bloomberg Intelligence, a unique research platform that provides context on markets, industries, companies, and government policy, available on the Bloomberg Professional Service at BI GO. Mr. Casper is responsible for covering the Russell 2000 and supporting the US large-cap product. Prior to joining Bloomberg, he was a senior analyst for Cirrus Research, where he authored top-down, fundamental, and quantitative small-cap research. Mr. Casper has a BS degree in mathematics and economics from Union College.
Michael's Videos
Recession, soft landing, or liftoff? Will 2024 bring about a sea change in equity leadership that spurs small caps to outperform or tech and communications sector leadership to break? If the Fed does indeed begin to trim interest rates this year, it could spur a recovery in sentiment that reshuffles equity leadership. Likewise, consensus expects a revenue and earnings recovery to begin this year that could spur some interest in eschewed groups. But the outlook is far from certain. In this session, the U.S. Small-cap and sector strategist for Bloomberg Intelligence will cover the U.S. equity market outlook, including a size and sector allocation framework, an analysis of valuations and earnings trends, and a review of burgeoning technical signals for domestic stocks.
ECONOMY