In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Sarah Hansen cover why the stock market has been resilient even as interest rates continue to rise in the United States and abroad.  

They look ahead to inflation data and big bank earnings next week. They cover what to watch for in ASML’s upcoming earnings report, and discuss why Morningstar raised its fair value estimate on chipmaker Marvell to $360.  

They answer a viewer’s question about the barbell strategy as it relates to undervalued tech stocks, and dig into Dave’s list of five stocks to sell for tax-loss harvesting. 

Episode Highlights  

  • Why have stocks been resilient even as interest rates rise, and what’s going on in the Treasury market? 
  • What new inflation data will mean for the Federal Reserve. 
  • What to watch when big banks including JPMorgan JMP, Bank of America BAC, Goldman Sachs GS and more report earnings.  
  • Chip stocks: What ASML’s ASML earnings report could reveal about the state of the semiconductor industry, and why we raised our fair value estimate for Marvell MRVL. 
  • How to use a barbell strategy when big tech looks undervalued. 
  • Sell these stocks for tax-loss harvesting.  

Read about topics from this episode.  

Q4 2026 Stock Market Outlook: Individual Stock Selection Looks Increasingly Important 

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. 

 

This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income 

 


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

Rss Apple Podcaster
Podden och tillhörande omslagsbild på den här sidan tillhör Morningstar, Susan Dziubinski - Investment Specialist, Dave Sekera - Chief U.S. Markets Strategist. Innehållet i podden är skapat av Morningstar, Susan Dziubinski - Investment Specialist, Dave Sekera - Chief U.S. Markets Strategist och inte av, eller tillsammans med, Poddtoppen.