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15% Rally Ahead in 2016: Expert

Although stocks continue to be under pressure, RBC Capital's Jonathan Golub thinks they're headed much higher by year's end. On the "Halftime Report" today he delivered his bullish take.

Golub thinks that given the volatility we're currently seeing, now is a great time to buy. He argues that we will see a 15% rally by year's end, and that volatility will begin to calm over the next few weeks.

Helping to ease the volatility will be a coming rebound in commodities, Golub argues. He believes that once industrials, energy, financials, and materials rally, the S&P will reach 2,225.

Trader disclosure: On February 24, 2016 the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Halftime Report" were owned by the "Halftime Report" traders:

Pete Najarian: Long AAPL, BAC, BMY, DIS, DISCA, GE, KMI, KMI-A, KO, MRK, PEP, PFE, SAVE, VIAB. Long calls AA, AAL, AMJ, BAC, BHP,DAL, DATA, GDX, HAIN, HBAN, HOT, IBM, LC, NRF, SLV, UAL, USG, WMB, WYNN, ZIOP. Long puts DB, EWH, MRO, MUR, RIG, VLO

Jon Najarian: Long ABX, DISC, GDX, GDXJ, SCTY. Long calls BWLD, CA, FOLD, JNJ, KATE, IP, MCD, MDLZ, MSFT, MYL, NEM, RCL, SCHW, STO, SWHC, WTW

Josh Brown: Long AAPL, BABA, DE, DNKN, JMBA, LOW, LNKD, SAM, SHAK, SPWR, TWTR, XLE, XON

Joe Terranova: Long VRTS