Morning Stock Talk - Stone: Stocks stuck in 'air pocket'

"There's always a hangover after a big party, at least a good party anyway," says Bill Stone, the chief investment strategist at PNC Wealth Management. "We're up about 5 and 1/2 percent over the last 6 trading days," says Stone, "and we're in a little bit of an air pocket for data." So he wouldn't be surprised to see the stock market drift this week as it tries to gauge how sustainable the economic recovery will be.

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Dow Jones' MarketWatch Morning Stock Talk discusses the big stock movers, economic data and investment trends with Wall Street's top analysts, strategists and traders. Hear about what's driving the stock market from those in the know..