Plus, whether it’s time to overweight stocks. Key Takeaways: 00:13 Tariffs & The Markets 10:57 On Radar: Inflation, Bank Earnings 14:16 Is It Time to Overweight Stocks? 28:10 Stock Picks 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 Register to watch Dave’s webinar on Tuesday, April 8, covering what tariffs mean for the economy and stock market: https://www.morningstar.com/company/events/webinars?commid=638845&utm_id=n&utm_source=external_partner&utm_medium=referral&utm_campaign=res_gl_n_n_en_2503_tf_n_n_smoutlookmorningfilter&utm_content=video_v1 Visit the comprehensive content hub, “Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More”: https://www.morningstar.com/economy/tariffs-markets-what-investors-need-know Got a question for Dave? Send it to themorningfilter@morningstar.com. Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks