PCE Reaction and Market Outlook
Bloomberg Surveillance26 Sep 2025

PCE Reaction and Market Outlook

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 26th, 2025
Featuring:
1) David Bailin, CEO at CIO Capital Partners, Tiffany Wilding, Economist: North America at PIMCO, and Aoifinn Devitt, Senior Investment Strategist at Moneta Group, react to PCE. Investors are pondering the Federal Reserve’s next policy move following a slew of data this week, including strong growth data from the world’s biggest economy.
2) Katy Kaminski, Chief Research Strategist at AlphaSimplex, talks about her outlook for equities, commodities, and other markets. After a $15 trillion rebound in global equities from April’s lows, traders now face a wall of uncertainty as tariff headlines return to unsettle markets and investors fret about inflated valuations for big tech companies. Fed policy, the upcoming earnings season, and the threat of a US government shutdown are also weighing on sentiment.
3) Dan Tannebaum, Partner and Global Anti-Financial Crime Practice Leader at Oliver Wyman, talks Russian incursions into NATO territory and what sanction power the US has to limit the country's aggression. NATO countries have faced a series of violations by Russian jets and drones in recent days, incidents that posed an unprecedented test of the alliance’s credibility just as Moscow is intensifying attacks on Ukraine’s civilian infrastructure as well.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times story on NBC's digital attack ads on YouTube TV and WSJ's report on AI spending.

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