David Sekera

2 weeks ago | morningstar.com | David Sekera |Susan Dziubinski

Susan Dziubinski: Hello, and welcome to The Morning Filter. I’m Susan Dziubinski with Morningstar. Every Monday morning, I talk with Morningstar Research Services chief US Market Strategist Dave Sekera about what investors should have on their radars, some new Morningstar research, and a few stock picks or pans for the week ahead. Well, good morning, Dave. We have a couple of important economic reports on radar this week, the March PCE and April payroll numbers. So let’s start with PCE.

3 weeks ago | morningstar.com | David Sekera |Susan Dziubinski

Susan Dziubinski: Hello, and welcome to The Morning Filter. I’m Susan Dziubinski with Morningstar. Every Monday morning, I talk with Morningstar Research Services’ chief US market strategist Dave Sekera about what investors should have on their radars, some new Morningstar research, and a few stock picks or pans for the week ahead. Well, good morning, Dave.

1 month ago | morningstar.com | David Sekera |Susan Dziubinski |Damien Conover

Susan Dziubinski: Hello, and welcome to The Morning Filter. I’m Susan Dziubinski with Morningstar. Every Monday morning, I talk with Morningstar research services chief US market strategist Dave Sekera about what investors should have on their radars, some new Morningstar research, and a few stock picks or pans for the week ahead. Good morning, Dave. We had one heck of a week last week in the markets. Recap the market activity for our audience. David Sekera: Good morning, Susan.

1 month ago | morningstar.com | David Sekera |Preston Caldwell |Michael Field |Susan Dziubinski

Susan Dziubinski: Hello. And welcome to Morningstar’s second-quarter 2025 US Stock Market Outlook. My name is Susan Dziubinski, and I’m an investment specialist with Morningstar.com and co-host ofThe Morning Filter podcast. Now, if there’s one thing that’s certain about investing in 2025, it’s that uncertainty has reached a fevered pitch. Uncertainty around tariffs, inflation, the economy, and artificial intelligence has led investors to sell risk-on assets in favor of risk-off investments.

1 month ago | morningstar.com | David Sekera |Susan Dziubinski

Susan Dziubinski: Hello, and welcome to The Morning Filter. I’m Susan Dziubinski with Morningstar. Every Monday morning, I talk with Morningstar Research Services Chief US strategist Dave Sekera about what investors should have on their radars, some new Morningstar research, and a few stock picks or pans for the week ahead. Well, good morning Dave, and I hope you had a restful vacation because you’ve come back to a stock market mess. So we have to start this week’s show by talking about tariffs.