Plus, economic news and a preview of bank earnings. On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski catch up on tariff and economic news and preview bank earnings. They also discuss what to watch for when Johnson & Johnson JNJ reports this week, whether Constellation Brands STZ remains a stock to buy after earnings, and if former stock pick Fluor FLR is still attractive after its recent price gains. Plus, they review Dave’s Q3 2025 Stock Market Outlook and reveal which of Morningstar analysts’ top picks for the quarter he likes best. Tariffs & Jobs & Inflation, Oh My! Bank Earnings Preview 3Q 2025 Stock Market Outlook Great Stocks Getting Overlooked Today Read about topics from this episode. Read Dave’s 3Q Stock Market Outlook: https://www.morningstar.com/markets/q3-2025-stock-market-outlook-after-rally-whats-still-undervalued See all of Morningstar’s analyst picks for 3Q 2025: https://www.morningstar.com/stocks/33-undervalued-stocks-2 Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks Here Are the Sectors and Industries That Are Vulnerable if Reciprocal Tariffs Come Back https://www.morningstar.com/stocks/here-are-sectors-industries-that-are-vulnerable-if-reciprocal-tariffs-come-back Got a question for Dave? Send it to themorningfilter@morningstar.com. 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/ Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan and Dave: Susan Dziubinski https://www.morningstar.com/people/susan-dziubinski Dave Sekera https://www.morningstar.com/people/david-sekera Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!