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:
2:15 Tariffs & The Markets
12:29 On Radar: Inflation, Bank Earnings
15:48 Is It Time to Overweight Stocks?
29:42 Stock Picks of the Week
Read about topics from this episode.
Register to watch Dave’s webinar on Tuesday, April 8, covering what tariffs mean for the economy and stock market: Morningstar’s Q2 2025 US Market Outlook - From Overheated to Opportunity: Positioning for What’s Ahead
Visit the comprehensive content hub: Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More
Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks
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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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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