Is Q1 Going to be a Boom?

One of the interesting things about the backdrop for markets and the economy going into 2022 is, things appear a bit negative. Of course, stocks have traded poorly to end the year and many popular single names are down over 10% in the past few weeks. However, with that said, things seem to be clearing up going into the first quarter and more generally for 2022, the outlook appears fairly constructive.

The market has faced a perfect storm over the past few weeks, but all of these negative variables seem to be marginally improving.