The Fed needs to stop using a bazooka to swat a fly, notes Steven Orr. He talks about how he has a very bullish point to make. He discusses how stocks are making modest gains after August CPI print. He goes over expectations for future Fed actions, as well as takeaways from August CPI print. He outlines how investors should position their portfolio. He suggests that the BOJ is likely to loosen monetary policy again. He highlights that Japan could be the bright spot of global markets. Tune in to find out more about the stock market today