2022 headwinds turn to talk winds in 2023, says Dave Sekera. He discusses expectations for 2023. He talks about how monetary policy acts with a lag and how higher rates will lead to stagnant economic growth and a possible recession in 1H23. He then goes over Morningstar's 5-star stocks which include Alphabet (GOOGL), Amazon (AMZN), Tesla (TSLA), and Meta Platforms (META). He then goes over the market impact of a continued hawkish Fed. Tune in to find out more about the stock market today.
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