Jim Lowell looks at this recent bounce back in markets following a rough start to the year for the major U.S. indices, and says it appears investor fears regarding higher volatility and inflation are receding a bit. Lowell says there are still opportunities within the current stock-pickers market, and sees potential within bonds and cash as well. Ahead of potential rate hikes, Lowell says its important to watch how the global economy fares to keep track of data-dependent Fed motivations.
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