Plus, the most undervalued sectors after the stock market’s rotation. 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 Got a question for Dave? Send it to themorningfilter@morningstar.com. Read Dave’s New Stock Market Outlook: https://www.morningstar.com/markets/march-2025-us-stock-market-outlook-tariffs-are-wild-card Follow Morningstar’s coverage of earnings season: https://www.morningstar.com/topics/company-earnings