Today on The Long View, we’re featuring an episode from another Morningstar podcast, The Morning Filter, which you can subscribe to on Apple podcasts or wherever you get your podcasts.

Every Monday, Susan Dziubinski sits down with Morningstar Chief US Market 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.

On this week’s episode, Dave and Susan discuss the likelihood of the Federal Reserve cutting interest rates 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

Follow Dave on social media.
Dave Sekera on X: @MstarMarkets
Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

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Bonus: Gabriela Hearst on running her business