Once again consumer spending is shifting due to price gains and the surge in COVID-19 cases. However, stock performance remains strong despite waning economic data and stretched valuations. Added to the mix are economic policies in China that may negatively impact Chinese equities in the short term. As the summer comes to an end, investors would be wise to keep an eye on China’s policies as well as the Fed as it focuses on upcoming employment metrics.

Confidence will likely take a hit as the pandemic continues but economic growth is expected to continue in the U.S. The strong 2021 equity performance may lead to short-term choppiness while the appetite for fixed income likely remains muted during the coming quarters. The outlook for the U.S. housing market is mixed as some fear a near term bust while recent buying activity may indicate a longer-term trend.

If you’ve ever dreamt of owning your own plane or chartering a flight whenever you need one, it’s an excellent time to explore your options. The choices for private flying fall into five categories or models, which sometimes overlap as private aviation providers expand their offerings.

Many are asking if COVID-19 will threaten the global economic recovery. With trade between the U.S. and China in flux, can the increased consumer spending counter the potential impact of COVID-19 variants and how will that struggle impact the capital markets?

A significant rebound in the overall bond market was bolstered by a hawkish Federal Reserve holding its position that inflation is transitory. With short-term rates increasing and longer-terms rates declining, the major fixed income sectors have moved past one of the worst performing quarters in decades.

Searching for hidden gems well into a strong market run? If economic growth rates begin to slow, will the corresponding market pullbacks present opportunities to add to equity positions? We examine the sectors that continue to show promise following the pandemic lows of last year.

In Part Two of this commentary, we continue our analysis of the factors on the horizon that may impact equity performance. Today, we’ll review possible risks and trends that are expected to emerge in the months to come.