The Morning Filter 6 Stocks to Buy in July for the Long Term
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Jun 30, 2025 This discussion dives into key economic indicators to keep an eye on as the trading week unfolds. The hosts debate whether FedEx and Carnival are worth the investment after their earnings reports. There's intriguing chatter about obesity drugs from industry giants Novo Nordisk and Amgen. They also share perspectives on the stock outlook for BlackRock and evaluate long-term investment lessons from 2025. Finally, a roundup of eclectic stock picks rounds out their insights heading into the third quarter.
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Hosts' 4th of July Traditions
- Dave Sekera shares his 4th of July plans are simple: sand, sun, barbecue, and gratitude for America.
- Susan Dziubinski reveals a family tradition to celebrate the 4th with a steak dinner at Ruth's Chris.
Market Valuation and Risks
- The market is slightly above fair value with positive momentum heading into month-end and quarter-end.
- Despite some geopolitics easing and current inflation not alarming, economic growth slowdown and tariff risks weigh on earnings prospects.
Why Watch Non-farm Payrolls
- Watch the non-farm payroll report because the Fed closely monitors it for employment strength.
- Focus more on trends and underlying data rather than any single month's report.