The Morning Filter

In this bonus episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski are joined by Morningstar chief economist Preston Caldwell. They discuss their market and economic outlooks for the remainder of 2026. Tune in to find out what drove first half performance and what second half risks to watch out for. Small cap stocks continue to look attractive from a valuation perspective even after their recent run-up, but what sectors are undervalued today?

They unpack expectations for economic growth, inflation, and interest rates for the remainder of 2026 and discuss what impact AI is having on various parts of the economy. They close talking about bonds and whether the worst is behind the private credit market.

Episode Highlights 

A first half performance recap and whether the US stock market looks overvalued today.

The second-half risks to watch out for.

Which sectors, styles, and market caps look undervalued—and which look overpriced. 

Morningstar’s updated list of analyst picks.

Morningstar’s US economic outlook for the remainder of 2026.

Bond market matters: Is taking on credit risk a smart move today?

 

Read about topics from this episode. 

Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities

What’s Ahead in 2027 and Beyond for Inflation, Fed Rate Cuts, and More

 

Have an idea for a bonus episode of The Morning Filter? Send it to themorningfilter@morningstar.com.

 

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

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In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss what last week’s better-than-expected inflation readings may mean for Fed policy this year. They preview earnings for Alphabet, Tesla, and Intel, and explain why to keep an eye out for results from Charles Schwab SCHW and Blackstone BX, too. They unpack results from Taiwan Semiconductor and AMSL, discuss the huge selloffs in IBM IBM and SpaceX, and cover PayPal’s PYPL potential buyout.

Tune in to find out if a growth-and-value barbell is still the best way to structure a portfolio of stocks today. They close with undervalued stock picks that are neither value nor growth but a blend of the two.

Episode Highlights 

Will cooling inflation affect the June Fed decision?

Market heavyweights Alphabet GOOGL, Tesla TSLA and Intel INTC report this week; here’s what to watch for.

Highlights from big bank earnings.

Whether Taiwan Semiconductor TSM and ASML ASML are attractive investments after earnings.

What to make of SpaceX SPCX after its fall.

Undervalued stocks to buy that are a little bit growth and a little bit value, too.

 

Read about topics from this episode. 

Read Dave’s complete archive.

Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities

Bonus Episode: Top 10 Dividend Stocks to Buy in 2026

 

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

 

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

 

If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.

 

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In this bonus episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski talk dividend stock investing. They unpack the performance of dividend stocks during the first half of 2026, including how the performance of dividend stocks stacked up against that of the broad market and which sectors drove the performance. 

They also suggest how income investors can screen for dividend stocks, focusing on key metrics like valuation and competitive advantages, not just high yield. They close with 10 dividend stock picks to invest in today.

Episode Highlights 

00:00:00 Welcome

00:01:48 Dividend Stock Performance in 2026

00:05:30 Screening for Dividend Stocks

00:07:07 10 Undervalued Dividend Stocks

 

Read about topics from this episode. 

How to Strengthen Your Income Portfolio

Should You Reinvest Dividends? Not Always

10 Top-Performing Dividend Stocks

 

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

 

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

 

If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. 

 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss which economic reports to watch this week. Earnings season kicks off with the big banks reporting; tune in to find out what to listen for. Both ASML ASML and Taiwan Semiconductor TSM report this week, too, providing investors with an early read into what to expect from semiconductor and AI companies in the weeks ahead. They cover whether Johnson & Johnson JNJ stock is attractive ahead of earnings and if Nike’s stock is a buy after. 

They unpack what Meta Platforms’ move to rent excess AI compute capacity to external customers may be suggesting more broadly and they tackle an audience question about Verizon Communications. They wrap up with a list of undervalued high-conviction stocks to buy this quarter.

Episode Highlights 

What to expect in this week’s inflation reports

Earnings season kicks off with the big banks: Here’s what to watch for

Which non-bank earnings reports to have on radar

Our take on stocks in the news including Nike NKE, Meta Platforms META, and Comcast CMCSA

Will SpaceX SPCX eat Verizon Communications’ VZ lunch?

Undervalued stocks we like a lot

 

Read about topics from this episode. 

Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities

Read Dave’s complete archive.

 

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

 

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

 

If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.

 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

n this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss last week’s wild ride for tech stocks and whether further pullbacks are likely. They talk oil prices, inflation, and what the Fed’s next move may be. Tune in to find out which company earnings reports to have on your radar this week and whether Micron is a buy after its blowout earnings report.

Adobe and Lululemon are both having terrible years; Are these stocks value traps or opportunities today? As June comes to an end, they wrap the show with three stocks to sell and three stocks to buy heading into July.

Episode Highlights 

The tech sector roller coaster: More plunges ahead?

Expectations for oil prices, inflation, and interest rates

The economic and earnings reports to watch this week

Does Micron MU look like a buy after earnings?

Whether Adobe ADBE is a value trap or Lululemon LULU is a lemon.

Stocks to buy and sell

 

Read about topics from this episode. 

US Stock Market Outlook Update: Harvesting Growth Gains, Restoring Barbell

Read Dave’s complete archive.

 

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

 

You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

 

If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!

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