Jason Bodner of MAPSignals.com doesn't buy into the bearish thesis for stocks. He envisions a world with tamed inflation in the coming months.
Ultimately, he believes markets are overreacting and selling stocks prematurely. So, can the fed fix inflation? The jury is out. Jason thinks the mere mention of a potential aggressive stance on rates is enough to deflate stocks and the economy. Which could be part of the plan.
As it relates to stocks, he believes most of the selling will stop in Q1 2022. Then he discusses why COVID-19 is a battle we can win, which will ease global supply chain constraints. Finally, he believes the Fed will hike interest rates only a few times in 2022. He makes his case for an end of year rally in stocks.
To learn more about Jason Bodner, visit Mapsignals.com.