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

Hello, hello, and welcome to the Morning Filter podcast.

I'm Susan Jubinsky with Morningstar.

Every Monday before market open, I sit down with Morningstar Chief U.S. market strategist Dave Sikara to talk about what investors should have on their radars for the week,

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

Now, programming note for our audience, we'll be dropping a bonus episode of the Morning

Filter this week, probably on Wednesday.

The episode is the recording from the second quarter stock market outlook webinar

that Dave and Morning Star chief economist Preston

Caldwell held last Wednesday, April 8th. So if you weren't able to join us for the live webinar,

do not worry. You have a chance to hear what they had to say about the quarter ahead later this

week. All right. Good morning, Dave. Let's kick off today's episode talking about last

week's developments in the Iran War and the market's response. Now, the U.S. and Iran agreed to a two-week

ceasefire last Tuesday night and stocks soared on Wednesday as a result, and that stocks finished

the week up about three, three and a half percent. So recap for us some of the sectors and stock styles that rallied most on the news and why.

Hey, good morning, Susan.

Yeah, it was a big week last week after the truce was announced.

So breaking it down by category, growth stocks are up a little bit over 3%.

Yeah, I'd note year to date, they're still down 1.3%. Core stocks are up a little bit over 3%. Yeah, I'd note year to date, they're still down 1.3%.

Core stocks are up a little bit under 3%. They're only up 2 tenths of a percent now year to date.

And then value stocks only rose 1%, certainly lagging the broader market, yet they're still up 4.4%

year to date. Now breaking it down, looking at some of the best

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