Please stay tuned for important disclosure information at the conclusion of this episode.

Hello and welcome to the Morning Filter podcast. I'm Susan Javinsky with Morning Star.

Every Monday before market open, Morning Star Chief U.S. market strategist Dave Sikara,

and I sit down to talk about what investors should have on their radars for the week,

some New Morning Star research, and a few stock ideas.

So we're going to spend most of this week's episode catching up on key companies that have reported earnings,

including Palantir, AMD, and Fortinet, as well as several of days' former stock picks.

And viewers, we've heard you this week.

We're taking a deep dive with Morning Stars analyst on FMC.

Dave and I will also discuss his new stock market outlook.

And we'll end with a few stocks to buy after earnings.

And for those of you out there who are eager to get the picks,

here's a clue about one of Dave's stocks to buy this week.

So there you go. Very subtle, Susan. Very subtle.

Product placement. Anyway, well, good morning, Dave. So we have some good news this morning,

hopefully, if all goes according to plan. We'll see the end of the government shut down this week. So what do you think the economic impact has been? And could the shutdown influence the Federal Reserve's interest rate decision in a few weeks?

Good morning, Susan. So actually this morning, when I was grabbing my coffee, I grabbed this mug. It says, happy fall. Well, viewers, I think this is going to be the last one you see of this one for the next year. I woke up this morning. I've got a full layer of snow on the ground outside. I think it's 24 degrees right now. So winter came very quickly this year. Yeah. All right. So getting into what's going on this

week. So I did touch base with Preston Caldwell, who's morning star's chief U.S. economist last Friday.

So from an economic point of view, there's really no change to his forecast at this point in time.

He is still expecting that the rate of economic growth is slowing and that it will

slow sequentially until the second quarter of 2026, but his base case is still that we're

not going to slip into any type of recession. And then he's looking for a slow reacceleration

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