The market is starting to price in margin compression and concerns about U.S. consumer spending, says Greg Swenson. He notes that consumer and investor sentiment is deteriorating. He talks about how the markets slightly higher as investors await CPI data and earnings season. He discusses the volatility and the markets in 2023, as well as the chances for Fed rate cuts in 2023. He mentions that it's time to put new money to work in alternative assets and real assets, like real estate. Finally, he goes over reasons to avoid European stocks. Tune in to find out more about the stock market today.