like in other words more stocks please less bonds and we're sticking to domestic in NUMBER_TOKEN that's for uh blackrock they also mentioned that inflation is being driven by an unusual restart of dynamics of the supply and demand imbalances basically like hey we still got massive demand but we've got a lack of supply but they actually expect a lot of the issues are going to resolve in NUMBER_TOKEN some companies aren't that optimistic they're they're telling investors wait until NUMBER_TOKEN which if we do end up solving our supply chain issues in NUMBER_TOKEN then that should be bullish for the stock market because a lot of the stock market is not thinking that things are going to be solved in NUMBER_TOKEN i think some things will get a little bit better but not great the fed is also tapering bond purchases by NUMBER_TOKEN NUMBER_TOKEN billion dollars uh more per month they doubled that obviously we know that blackrock also says that you can't ignore the fact that china is slowing down and they hope that china will loosen some of its monetary fiscal and regulatory policies to help maintain growth but right now there's a clear lack of growth in china and this is leading to that kind of sell-off that we're seeing on chinese stocks like alibaba this is of course compounded by the fact that you've got a lot of de-listing fears with companies like dd and that makes people scratch their heads okay what does this mean for neo what does this mean for alibaba so there's there's a lot of pain here but overall they're bullish they also think that a green transition comes at a cost of higher inflation and again they're favoring developed markets for that green transition so we learned a lot of things in this let me give you a quick summary people are bullish on the s p NUMBER_TOKEN on average but barely like NUMBER_TOKEN percent jpmorgan says the january effect could be a big deal especially for smaller caps when we look at the first few rate increases for the fed might not hurt us that much especially if the fed is pretty chill we might have already priced that pain in and a blackrock not too bullish on developing countries not too bullish on china much more bullish on american stock so this gives you a little bit of a recap of what's going on here combined with some thoughts on options and of course my thoughts on that small cap recovery i really think we're not going to see a small clap recovery either until we get out of omicron because i think people are using small caps as their hedge for honestly omicron anyway my thoughts check out moomoo link down below thank you so much for watching this video and folks we'll see you next one thanks so much goodbye
START_SPONSOR_TOKEN my thoughts check out moomoo link down below thank you so much for watching this video and folks we'll see you next one thanks so much END_SPONSOR_TOKEN