$SPY / $SPX Scenarios — Friday, Sept 26, 2025

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🔮 SPY / SPX Scenarios — Friday, Sept 26, 2025 🔮

🌍 Market-Moving Headlines
📉 Month-end flows: Positioning shuffle as traders square books into Q3-end.
💵 Fed lens: Multiple Fed appearances keep policy tone in focus post-SEP.
💻 Tech + growth watch: XLK flows remain sensitive to yields + inflation gauges.
🛢️ Commodities check: Oil and dollar volatility continue to set cross-asset tone.

📊 Key Data & Events (ET)
⏰ 🚩 8:30 AM — Personal Income & Spending (Aug)
⏰ 🚩 8:30 AM — PCE Price Index (Aug) + Core PCE (YoY & MoM)
⏰ 10:00 AM — Consumer Sentiment (Final, Sep)

🗣️ Fed Speakers:
• 7:30 AM — Tom Barkin (Richmond Fed, TV appearance)
• 9:00 AM — Tom Barkin (speech)
• 1:00 PM — Michelle Bowman (Fed Vice Chair for Supervision)

⚠️ Disclaimer: Educational/informational only — not financial advice.

📌 #trading #stockmarket #SPY #SPX #PCE #inflation #Fed #Powell #joblessclaims #consumer #Dollar #bonds #megacaps

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