Are You Still Bare Market's Rally?

Marko kolanovitch says that recession is not part of j p morgan's base case. He sees global growth accelerating act from one point three % in the first half to three point one % in the second half. Any thoughts as far as your bearish stands? Ye, i'm still barish. Look, markets are driven by liquidity. That's the bottom line. And the fed is going to go again, the end of July. Now we may get an extension of the rally depending upon what we see inflation numbers out thursday.