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Global Marketing Strategies

Susan Dziubinski: Hello, and welcome to The Morning Filter. I’m Susan Dziubinski with Morningstar. Every Monday morning, I sit down with Morningstar Research Services Chief US Market Strategist Dave Sekera to discuss what’s on his radar this week, some new Morningstar research, and a few stock picks or pans for the week ahead.

Hi, Dave. So, on the economic front, we have the Fed’s favorite inflation number coming out this week, that’s the PCE. What’s the market expecting?

Dave Sekera: Hey, good morning, Susan, and good morning to everybody watching. Yeah, I hope everyone had nearly as good of a weekend as I had this weekend. Weather was awesome, got to spend some great time with my family, so it was just such a nice time that I really didn’t spend a huge amount of time going through earnings and earnings expectations. But let’s get into it here today.

PCE expenditure price index, of course, that’s the inflation reading …

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