Please stay tuned for important disclosure information at the conclusion of this episode. Hello, welcome to the Morning Filter.

I'm Susan Jibinsky with Morning Star.

Every Monday before market open, Morningstar Chief U.S. market strategist Dave Sakara,

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

some new Morning Star

research, and a few stock ideas.

Now, before we get started this week, we wanted to let viewers know that in a few weeks,

we'll have a special guest on the morning filter, and that's Morning Stars Director of Personal

Finance, Christine Benz.

Christine is author of How to Retire 20 Lessons for a Happy, Successful, and Wealthy

Retirement. And Christine's also co-host of the Longview podcast, and she's a weekly columnist

for Morningstar.com. And the reason we're telling you this is that we plan to include some viewer

and listener questions in our conversation with Christine.

So start sending us those questions at the morning filter at morningstar.com.

And of course, you can continue to send Dave your questions at that same email address

to.

All right, Dave, well, it's been a couple weeks since you and I sat down for a new episode of

the morning filter.

So we have some catching up to do.

Let's start with tariffs.

President Trump's initial reciprocal tariff extension that was set to expire on July 9th has gotten pushed out to August 1st.

So in general, the stock market kind of seems to be shrugging off tariff concerns.

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