The market’s heating up again this week — and all eyes are on the CPI report. Why? Because what comes out of that number could decide whether the Fed pulls the trigger on a rate cut by the end of October. Let’s break it down 👇

Morningstar’s Dave Sekera and Susan Dziubinski just dropped the latest episode of The Morning Filter, and they’re spilling some serious market tea. ☕️ Here’s what’s on their radar this week, and what you should be watching too 👇

1️⃣ Fed Rate Cut This Week? You Bet! Markets are pricing in a potential cut, but Dave says it’s not guaranteed. If CPI cools faster than expected, the Fed might finally ease up. If not… buckle up for another round of volatility.

2️⃣ Big Earnings Week: Tesla (TSLA) + Netflix (NFLX) Both names report this week — and their numbers could set the tone for Q4. 👉 TSLA: Watch margins and delivery growth. 👉 NFLX: Eyes on subscriber trends and AI-driven content strategy.

3️⃣ The AI Titans Are Moving Again Taiwan Semi (TSM), ASML (ASML), and Salesforce (CRM) all made headlines last week. Morningstar thinks there’s still upside here, if you know where to look. These could be your quiet accumulation plays before the next AI leg.

4️⃣ Banks — Boom or Bust? Big bank earnings showed strength… but regionals? 👀 Dave’s watching whether smaller banks could face a bad loan crisis. Still bullish on US Bancorp (USB) — but with caution.

5️⃣ Stocks to Buy: Halloween Edition 🎃 They wrapped up with some spooky-good setups: ✅ Value stocks with solid balance sheets ✅ Growth plays that didn’t rally yet