On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski unpack Fed Chair Powell’s comments after the Federal Reserve’s 25 basis interest rate cut last week and preview the upcoming PCE reading. Dave explains why he’ll be watching the earnings reports for AutoZone AZO and Costco COST this week—and why he disagrees with President Trump’s suggestion that companies do away with quarterly reports.

They also cover what investors can learn from last week’s earnings reports from Lennar LEN, FedEx FDX and Darden Restaurants DRI. Tune in to find which stocks in the news last week look like stocks to sell today. And Dave’s stock picks this episode are all undervalued stocks to buy from a part of the market that’s often overlooked: mid-caps.

Episode Highlights 

Interest Rate Cuts: What’s Next? 

Should Companies Do Away with Quarterly Reports? 

Which Stocks in the News to Sell 

Stocks to Buy While They’re Still Off-Radar
 

Read about topics from this episode. 

Read Dave’s latest stock market outlook: https://www.morningstar.com/markets/stock-market-outlook-where-we-see-investing-opportunities-september

Are Mid-Cap Stocks the Sweet Spot for Investors Today? https://www.morningstar.com/stocks/are-mid-cap-stocks-sweet-spot-investors-today

Got a question for Dave? Send it to themorningfilter@morningstar.com.

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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 Dziubinski and Dave Sekera.

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