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

Hello and welcome to the Morning Filter. I'm Susan Gibinsky 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. Now, those in our audience joining us with on video

are going to see that Dave is in some wonderful, perhaps tropical, if not beach-like vacation

villa, but he's still with us on the morning filter. So we appreciate that, Dave.

What kind of mug have you matched with that beautiful background of yours?

Good morning, Susan. No, not exactly tropical. I'm in Salterre, which is on Fire Island in New York.

So I do have my Fire Island mug going here this morning.

But now I'm visiting with my brother-in-law and his family, just taking a relatively long weekend,

but I'll be back in the office tomorrow.

Well, thanks for taking the time for us on your vacation.

We appreciate it.

Now, we've got a full show, so I hope viewers and listeners have full cups of coffee because we have a lot to go through. It was a busy

week with the economy and the markets last week. Let's start with President Trump's August 1st

tariff deadline. That's come and gone. So Dave, where do we stand right now with trade deals and no

trade deals? And what's your best guess at what the implications will be at this point. Yeah, I mean,

there's a ton going on right now. So we've already completed the trade agreement with the EU,

which is, of course, you know, one of our more important trading partners. Yeah, as I think we discussed

last week, it sounds like talks with Mexico appear to be going pretty well. So we have extended

the current tariff rate with Mexico for 90 days.

And in the meantime, Mexico has agreed to halt non-tariff restrictions. As we discussed last week with Canada,

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