On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski discuss expectations for this week’s CPI report and what it could mean for the Fed rate decision at the end of October. They cover what to listen for in key earnings reports from Tesla TSLA and Netflix NFLX this week, plus a handful of other companies they’ll be watching. They share key takeaways from big bank earnings, whether regional banks could face a bad loan crisis, and if go-to bank pick US Bancorp USB is still a buy after earnings.
They discuss whether Taiwan Semiconductor Manufacturing TSM, ASML ASML, and Salesforce CRM look attractive today after being in the news last week and if insurance stocks are compelling after their post-earnings pullbacks. They wrap up with a handful of stocks to buy before the market rally stalls.
Episode Highlights
Fed Rate Cut This Week? You Bet!
Watching Earnings from AI Titans
New Research: TSLA, NFLX, INTC, More
Stocks to Buy: Halloween Edition
Read about topics from this episode.
Q4 2025 Stock Market Outlook: No Margin for Error
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