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: 

Market Recap & AI Stock Outlook 

On Radar: The Fed & Tariffs 

New Research on ADBE, VZ 

Stocks of the Week

Read about topics from this episode. 

Read Dave’s latest stock market outlook: Market Outlook: How Investors Should Respond to Tariffs, Uncertainty in March

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.

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.

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Dave Sekera on X: @MstarMarkets

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

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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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