Hello, and welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead.

Key takeaways:

00:05 Tariff Uncertainty & The Market 

05:43 On Radar: Inflation & Key Earnings 

10:09 New Research & Undervalued Sectors 

20:48 Stocks of the Week

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Read about topics from this episode. 

Read Dave’s new stock market outlook.

Following Morningstar’s coverage of earnings season.

Learn more about Morningstar’s approach to stock investing.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

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Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Facebook: https://www.facebook.com/MorningstarInc/

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Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

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