Hello, and welcome a special edition of The Morning Filter. Most Monday mornings Susan Dziubinski talks with Morningstar’s Chief U.S. markets strategist Dave Sekera, but Dave’s on a well-deserved vacation this week, so we’re doing something a little different. Tune in to hear what investors should have on their radars this week, a special guest discussing the first quarter in the markets, and a few stock picks or pans for the week ahead. Key Takeaways: 2:18 Market Recap & AI Stock Outlook7:35 On Radar: The Fed & Tariffs12:42 New Research on ADBE, VZ18:59 Stocks of the Week Read about topics from this episode. Read Dave’s 2Q 2025 Stock Market Outlook: Stock Market Outlook: Where We See Opportunities in Q2Learn more about Morningstar’s approach to stock investing. Got a question for Dave? Send it to
[email protected]. What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here. Follow us on social media.Dave Sekera on X: @MstarMarketsDave Sekera on LinkedIn: https://www.linkedin.com/in/davesekeraFacebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
USA