Que Nguyen says there could be a “dead cat bounce” in markets and is looking for more certainty in the geopolitical picture. She thinks the Fed is likely to hold or lower rates this year dur to inflation and discusses the possibility of stagflation. She likes European equities, which have “suffered disproportionately” from recent pullbacks and thinks they can “bounce really hard” on the end of the conflict. Que expects defense stocks to continue doing well.