Fresh COVID-19 fears aren’t all to blame, though — higher demand and limited supply factor in, along with labor shortages and the somewhat cooling housing market. Mike Loewengart More Quotes by Mike Loewengart More Quotes From Mike Loewengart What's also important to keep an eye on is the international landscape, which is much different than what we see here. Trade tensions and varying international regulations could make it more difficult to grow abroad. Mike Loewengart technology Brexit is the thought bubble looming large over retail investors' heads. Mike Loewengart company-news Investors may see opportunity in investment-grade bonds because of both their value and yield. Mike Loewengart money We're seven years into the secular bull market and equities in particular have had a strong run. Mike Loewengart money Corporations have deleveraged significantly since the financial crisis, so investment-grade debt can look fairly attractive to investors right now because it offers an incremental yield over most government debt. Mike Loewengart money While retail sales didn’t move in the direction we want to see, it was likely somewhat expected, obviously the surge in the Delta variant is causing some short-term angst... the jury is out on how Americans will continue to spend. Mike Loewengart While (the JJ news) may cause some short-term volatility, investors have been pretty steadfast in their faith in a full economic recovery. Mike Loewengart A rally doesn't mean we're out of the woods just yet nor that volatility is a thing of the past, if there is one thing recent history has shown us, it's that optimism can wear off quickly if cases climb or stay-at-home orders are extended. Mike Loewengart
