The Morning Filter 3 Stocks to Buy and 3 Stocks to Sell After Earnings
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Jul 28, 2025 This week covers key economic events shaping the market, including the upcoming tariff deadline and Federal Reserve meetings. Insights into earnings from tech giants and chemical producers reveal exciting investment opportunities. The hosts discuss Tesla's guidance and dive into the telecom sector's performance, particularly T-Mobile's growth. They also explore stockholder shares in acquisitions and evaluate overvalued stocks, providing actionable recommendations on what to buy and sell after earnings.
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Personal Tributes to Icons
- Dave Sekera shares a personal tribute to Ozzy Osbourne, the Black Sabbath lead singer, by using an Iron Man mug inspired by Ozzy's song "Iron Man".
- Susan Dziubinski mentions the loss of Hulk Hogan, reflecting on tough losses in her household, showing a human touch before market talk.
Trade Deal Eases EU Tariff Fears
- The recent EU-US trade agreement sets a 15% baseline tariff and includes large EU commitments, easing tariff tensions.
- However, tougher and more contentious negotiations with China remain, with an August 12 deadline looming.
Fed Rate Cuts Expected Later
- The Federal Reserve is highly unlikely to cut interest rates this week, with just a 2.6% chance of a hike.
- The market expects rate cuts starting in September, aligning with Morningstar’s economic forecasts.