A truly different environment – how do you think the stock market will play out from these events?

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The US Fed is hiking and doing QT
China is doing insane level of QE
Still record level of cash reserve for some companies while pockets of the economy is draining (crypto and crypto related finance for example)
US government is pumping extra billions with IRA act, infra act and chips act, now even spending more than ever (1.7 trillion!).
Labor market is still tight because of Covid and immigration policy gutted by Trump, so wage and service inflation will be very sticky..
New strains of insanely contagious Covid viruses wreaking havoc in the world’ factory, demand in China has fallen through a clif
Everyone expected a cold winter in Europe but it turned out to be a mild one so LNG prices dropped like 40% into the winter.

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