#Morningstar #StockMarketOutlook #EconomicOutlook But has the storm really passed? Have risks to the market really subsided, or are they just on pause until trade negotiations begin to bump up against their deadlines? Join Morningstar’s Dave Sekera, CFA, Chief US Market Strategist, and Preston Caldwell, Chief US Economist for a review of market valuations in light of trade and tariff negotiations, the slowing rate of economic growth, and expectations for monetary policy. Learn how we think investors should be positioned for the potential return of stormy weather or if clear skies remain on the horizon. 00:00 U.S. Equity Market Valuation 19:13 Sector Valuations and Top Picks 26:23 Valuation by Economic Moat 28:55 U.S. Economic Outlook 47:17 Fixed Income Outlook 50:51 Q&A Key Takeaways: - Break down our valuations and identify undervalued opportunities across categories, sectors, and stocks. - Highlight long-term secular growth themes as well as investable contrarian plays. - Provide our forecasts for real US GDP, inflation, and interest rates. For more information, download the full report: https://mstar.co/gwte0z Register for Morningstar’s Upcoming Mid-Year Outlook Webinar here: https://www.morningstar.com/business/insights/webinars?commid=647719&utm_campaign=res_na_n_n_en_2507_tf_lc_n_outlookwebinar&utm_content=video_n&utm_id=n&utm_medium=video&utm_source=youtube