By far the most important variable for economies and markets going forward is the delta variant, says David Dietze, Managing Principal and Senior Portfolio Strategist at Peapack Private Wealth Management. He discusses how the markets are under pressure following record closes on Wednesday, as well as expectations for future Fed tapering. He also goes over his stock picks General Motors (GM), Exxon Mobil (XOM), Wells Fargo (WFC), and Intel (INTC), in addition to his ETF pick iShares MSCI Emerging Markets ETF (EEM). Tune in to find out more.
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