Watch CNBC's full interview with Lori Calvasina, RBC Capital Markets

Lori Calvasina, RBC Capital Markets head of U.S. equity strategy, joins 'Closing Bell' to discuss whether or not U.S. equity markets hit a bottom Thursday amid Friday's intraday rally, if investor sentiment is higher than where it should be and how she is factoring inflation into her thesis for the S&P 500.