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kyle bass of hayman will join me exclusively. >> plus mark hurd of oracle. >> complete team coverage you this morning morgan brennan is following the big industrial movers, cat and 3m and a big list of fed speakers today and what the street is looking to hear and bob pisani is taking a look at the path forward. we'll begin with the top story and that is morgan morgan >> whether companies can offset that with pricing, what all of this means for margins, margin pressure you're seeing that with 3m that call is wrapping up right now. comments on the call, selling price benefits more than offset raw material and inflation for 2018, we now expect tariff impacts minus 15 cents a share you're seeing weakness and higher costs affecting 3m, the results and the full-year guidance united tech on the other hand, you actually saw that take place as well in their otis elevator segment, they've seen price increases but it's not been enough to offset higher costs associated with commodities, labor, et cetera foreign exchange, another big issue for these companies but overall what i would say the take