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The Morning Filter
3 More Stocks to Buy Before They Rebound
Feb 10, 2025
In a fascinating discussion, Dave Sekera, the Chief U.S. markets strategist at Morningstar, shares his insights on current market volatility driven by earnings and geopolitical factors. He unpacks the implications of tariffs on various industries while focusing on analyzing inflation trends through upcoming economic reports. Sekera also evaluates recent earnings from Gilead and Kraft Heinz, dives into stock performance for tech giants like Alphabet and Amazon, and highlights strong growth potential in the AI sector.
43:48
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Quick takeaways
- The recent volatility in the stock market is heavily influenced by earnings reports and tariff discussions, requiring investors to focus on fundamental valuations.
- Stocks like Gilead Sciences and Amazon exhibit contrasting market reactions, illustrating the importance of long-term potential amidst short-term challenges.
Deep dives
Market Volatility and Tariff Impact
Recent weeks have seen significant volatility in the stock market, driven largely by earnings reports and tariff announcements. Investors observed a rapid shift in focus from short-term events like DeepSeek earnings to broader concerns regarding tariffs introduced by the Trump administration. The discussion highlighted the challenge of separating meaningful signals from market noise, emphasizing the need for a focus on fundamental valuations rather than speculative reactions. As the situation evolves, particularly with negotiations involving Canada, Mexico, and China, investment strategies are being reassessed but remain anchored in individual company fundamentals.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode