Analyzing Key Stocks: Homebuilding, Consumer Sentiment, and Valuation Strategies

On this week’s episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss the likelihood of the Federal Reserve cutting interest rates any time soon and which company earnings to watch for in the week ahead. They also talk about Adobe’s results, takeaways from Apple’s WWDC event, and other stocks in the news. And they welcome special guest Damien Conover, Morningstar director of US Equity Research, who covers which sectors and industries are most vulnerable to tariffs.

Episode highlights: 

Why Good Inflation Numbers Won’t Spur the Fed to Act 

Which Stocks in the News Look Attractive? 

Tariffs & Trade Deal Stock Picks 

Stocks That Are Rallying & Have More Room to Run

Read about topics from this episode. 

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Read Dave’s latest stock market outlook: June 2025 US Stock Market Outlook: Has the Storm Passed?

Find out which sectors and industries would be hurt most by tariffs, according to Morningstar: Tariffs Would Likely Hit These US Stock Sectors the Hardest

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

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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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