Central case sees the U.S. economy continuing to slow gradually cooling inflation, says Timothy Chubb. He discusses the takeaways from the beginning of earnings seasons, as well as how the Fed will battle inflation in 2023. He talks about how both sides of the Atlantic have seen mostly better news in the trade-off between growth and inflation. He notes that medical technology remains a top pick. He then goes over finding value within housing-related stocks. Tune in to find out more about the stock market today.