Plus, an update on tariffs, trade deals, and stocks that could benefit. On this week’s episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss the likelihood of the Federal Reserve cutting interest rates any time soon and which company earnings to watch for in the week ahead. They also talk about Adobe’s results, takeaways from Apple’s WWDC event, and other stocks in the news. And they welcome special guest Damien Conover, Morningstar director of US Equity Research, who covers which sectors and industries are most vulnerable to tariffs. Episode highlights: 02:38 Why Good Inflation Numbers Won’t Spur the Fed to Act 08:41 Which Stocks in the News Look Attractive? 12:34 Tariffs & Trade Deal Stock Picks 27:31 Stocks That Are Rallying & Have More Room to Run Read about topics from this episode. Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks https://www.morningstar.com/stocks/morningstars-guide-investing-stocks Read Dave’s latest stock market outlook: June 2025 US Stock Market Outlook: Has the Storm Passed? https://www.morningstar.com/markets/june-2025-us-stock-market-outlook-has-storm-passed Find out which sectors and industries would be hurt most by tariffs, according to Morningstar: Tariffs Would Likely Hit These US Stock Sectors the Hardest https://www.morningstar.com/stocks/tariffs-would-likely-hit-these-us-stock-sectors-hardest 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: https://www.morningstar.com/business/events/morningstar-investment-conference?refid=morn_filter 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/