The Morning Filter 3 Stocks to Buy That Are Beating the Market
39 snips
Jul 21, 2025 Dive into the latest inflation trends and their potential impact on the Federal Reserve's decisions. Discover insights on Tesla’s earnings amid delivery declines and Alphabet's ambitious AI initiatives. The conversation explores bank earnings and their sway on stock values, focusing on major players like JP Morgan and Citibank. Look at stock opportunities, including an intriguing potential breakup at Kraft Heinz and three undervalued stock picks that are outperforming the market. Tune in for essential investment insights!
AI Snips
Chapters
Transcript
Episode notes
Fed Likely Holding Rates Steady
- The Fed is unlikely to change interest rates soon despite slight inflation upticks.
- Economic data currently shows moderation but tariffs could rapidly impact inflation and growth soon.
Key Economic Indicators to Watch
- Durable goods and housing reports indicate economy's growth momentum and multiplier effects.
- Purchasing Managers Index above 50 signals expansion; below 50, contraction in economy.
Tesla's Growth Hinges on New Models
- Tesla's declining deliveries signal market saturation for current models.
- The upcoming affordable vehicle launch and robo taxi progress are crucial for Tesla's future valuation.