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Come on QQQ - you are still lagging

Fed's BS vs QQQ needs little commenting...

In case you missed JPM's top bullish points

1. Higher bond yields should not be disruptive for Equities, but rather support our call for a Growth to Value rotation

2. Stay positive on equities and expect Omicron to ultimately prove a positive for risk assets

3. Near term BTD...stuff is oversold

4. Bonds - stay short 10YR UST...despite the sell off...yields are moving higher

5. Credit spreads are grinding tighter

6. Remain bullish on oil...strong demand, light positioning and limited producer hedging