PCE, Yields, and the Tech Trade

The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, September 30th, 2026

Featuring:

1) Mike Reid, Head of US Economics at RBC, Eric Winograd, Chief Economist at AllianceBernstein, and Odd Lots hosts Joe Weisenthal and Tracy Alloway react to PCE.

2) Jens Nordvig, founder at Exante Data, talks bond yields and structural pressures, dollar outlook, and FCI tightening.

3) Paul Sankey, Lead Analyst at Sankey Research, talks about the outlook for gas, diesel, and if the Iran war is actually cooling.

4) Julie Biel, Chief Market Strategist at Kayne Anderson Rudnick, on the tech trade and AI outlook amid regulation discussions.

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