China will be up the second half of this year into 1Q next year, says Mario Gabelli. He discusses some key themes for 2023, highlighting iShares US Aerospace & Defense ETF (ITA). He talks about how we're back to the 70s in terms of inflation and geopolitical factors. He also believes that there will be no rate cuts in 2023 and Powell will stay higher longer. He then goes over some stock to keep on your radar and expectations for next week's Fed meeting. Tune in to find out more about the stock market today.
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