The Morning Filter – Détails, épisodes et analyse

Welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets 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.

Hello, and welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets 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.

 

Key takeaways:

00:42 Tariffs, Inflation, The Economy & Rate Cuts 

08:07 On Radar: Jobs & Earnings from GOOGL, AMZN, AMD, More 

14:17 Updates on DeepSeek, MSFT, AAPL, & Others 
 

29:16 Stocks of the Week 

 

Read about topics from this episode. 

Following Morningstar’s coverage of earnings season: https://www.morningstar.com/topics/company-earnings

Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks

 

Got a question for Dave? Send it to themorningfilter@morningstar.com.

 

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: 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! 

Hello, and welcome to The Morning Filter. Every Monday morning, Susan Dziubinski from Morningstar talks 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.

 

Key takeaways:

03:14 On Radar: Fed Meeting & Inflation 

05:29 Earnings on Tap: MSFT, TSLA, APPL, Others 

12:30 Our Take on Earnings from Banks, NFLX & More 

22:26 Stocks of the Week

 

Read about topics from this episode. 

Follow Morningstar’s coverage of earnings season.

Learn more about Morningstar’s approach to stock investing.

 

Got a question for Dave? Send it to themorningfilter@morningstar.com.

 

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: 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! 

 

 

Hello, and welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets 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.

Key takeaways:

02:28 Tariff Talk 

07:32 On Radar: Inflation & Earnings 

16:02 New Research on GOOGL, AMZN, AMD, More 

32:06 Stocks of the Week

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.

https://www.morningstar.com/business/events/morningstar-investment-conference?refid=morn_filter

 

Read about topics from this episode. 

Following Morningstar’s coverage of earnings season.

Learn more about Morningstar’s approach to stock investing.

 

Got a question for Dave? Send it to themorningfilter@morningstar.com.

 

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: 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! 

Hello, and welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets 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.

 

Key Takeaways: 

Market Recap & AI Stock Outlook 

On Radar: The Fed & Tariffs 

New Research on ADBE, VZ 

Stocks of the Week

 

Read about topics from this episode. 

Read Dave’s latest stock market outlook: Market Outlook: How Investors Should Respond to Tariffs, Uncertainty in March

Following Morningstar’s coverage of earnings season.

Learn more about Morningstar’s approach to stock investing.

 

Got a question for Dave? Send it to themorningfilter@morningstar.com.

 

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: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: 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!

Hello, and welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets 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.

Key takeaways:

00:05 Tariff Uncertainty & The Market 

05:43 On Radar: Inflation & Key Earnings 

10:09 New Research & Undervalued Sectors 

20:48 Stocks of the Week

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.

https://www.morningstar.com/business/events/morningstar-investment-conference?refid=morn_filter

Read about topics from this episode. 

Read Dave’s new stock market outlook.

Following Morningstar’s coverage of earnings season.

Learn more about Morningstar’s approach to stock investing.

 

Got a question for Dave? Send it to themorningfilter@morningstar.com.

 

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: 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!

Key takeaways:

01:07 On Radar: Economic Reports & Earnings

06:46 Our Take on NVDA & AI Today

16:59 New Research: March Market Outlook

21:07 Stocks to Sell and Stocks to Buy

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.

https://www.morningstar.com/business/events/morningstar-investment-conference?refid=morn_filter

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow Morningstar’s coverage of earnings season: https://www.morningstar.com/topics/company-earnings

Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks

Key takeaways:

02:20 On Radar: GDP and Inflation

06:36 Our Take on NVDA Before Earnings

10:35 New research on WMT, GILD, TDD, Others

25:48 Stocks of the Week

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.

https://www.morningstar.com/business/events/morningstar-investment-conference?refid=morn_filter

Related links – please add to both the You Tube and .Com versions:

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow Morningstar’s coverage of earnings season: https://www.morningstar.com/topics/company-earnings

Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks

Hello, and welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets 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.

 

Key Takeaways: 

Our Answers to Your Investing Questions 

Companies You Want to Hear About 

Explaining Morningstar’s Ratings 

Stocks of the Week

 

Read about topics from this episode. 

Learn more about Morningstar’s approach to stock investing.

Following Morningstar’s coverage of earnings season.

 

Got a question for Dave? Send it to themorningfilter@morningstar.com.

 

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: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: 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!

 

 

Hello, and welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets 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.

 

Key Takeaways: 

2:15 Tariffs & The Markets

12:29 On Radar: Inflation, Bank Earnings

15:48 Is It Time to Overweight Stocks?

29:42 Stock Picks of the Week  

 

Read about topics from this episode. 

Register to watch Dave’s webinar on Tuesday, April 8, covering what tariffs mean for the economy and stock market: Morningstar’s Q2 2025 US Market Outlook - From Overheated to Opportunity: Positioning for What’s Ahead

Visit the comprehensive content hub: Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

 

Got a question for Dave? Send it to themorningfilter@morningstar.com.

 

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: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: 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!