Expect the inflation trend to continue and pickup steam in 1Q23, says Daniel Eye. He talks about how the Fed should slow and wrap up the hiking process in 1H23. He then goes over how the lows we saw in early October priced in a lot of negative headwinds. He also notes his stock picks such as GXO Logistics (GXO), Gaming & Leisure Properties (GLPI), and Lam Research (LRCX). Tune in to find out more about the stock market today.
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