Stocks jump after PCE inflation, Consumer Sentiment reports within expectationss

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Happy Friday. This is TheStreet’s Stock Market Today for Sept. 26, 2025. You can follow the latest updates on the market here in our daily live blog.

The UM Consumer Sentiment survey just dropped for the month of August, coming in at 55.1, just shy of the 55.4 estimate.

At the same time, expectations about future inflation fell from the preliminary reports. 1Y expectations came in at 4.7% (vs. 4.8% expected) and 5-10Y at 3.7% (vs. 3.9%.)

In the aftermath of today’s two major reports, President Donald Trump praised the reports, calling the economic numbers “great.”

On the news, U.S. equity benchmarks traded places, with the Russell 2000 (+0.72%), Dow (+0.49%), and S&P 500 (+0.31%) all rising. The Nasdaq Composite was flat.

The U.S. stock market is now open. The Dow (+0.69%) is now leading the indexes, followed by the S&P 500 (+0.46%), Russell 2000 (+0.21%), and Nasdaq (+0.17%).

Per FinViz, 55.1% (3,054) of equities are trading in the green this morning, while 37.2% (2,062) are declining.

We’ll be back with an update shortly.

An in-line print for Personal Consumption Expenditures (PCE) is just what investors needed after yesterday’s array of strong prints. PCE rose 0.2%, a small increase, but mostly as expected. Personal Income rose 0.4%, also as expected.

On the news, U.S. equities have lept ahead of the market open. The Dow (+0.48%) is leading the pack, while the S&P 500 (+0.39%), Nasdaq (+0.38%), and Russell 2000 (+0.36%) are also up, reversing earlier declines.

We’ll now await the opening bell, and then the Michigan Consumer Sentiment Survey later this morning.

Good morning. U.S. equity futures are flat this morning, ahead of what will be the final Friday of the third quarter. It’ll put a cap on one of the more colorful times in U.S. markets, which has seen stocks soar to all-time highs amid rate cut optimism and strong earnings quality.

Here’s all of the earnings and economic events of note that are on deck today:

This morning, Core PCE and Personal Spending are among the hard economic prints. And later this morning, a refreshed Michigan Consumer Sentiment survey will be watched by investors.

Littered between will be commentary from various Fed Governors, who have helped market participants get a more solid idea of where the Fed stands on the most recent September FOMC. The long and short? Nobody really knows what to expect.

But as always, we wait for the data. Here’s everything notable that is happening today:

Per Nasdaq, there are supposedly nine earnings reports today. However, as we’ve learned in recent days, sometimes the timing of earnings calls can be a guessing exercise.

However, none of the firms have the $1 billion market cap required to make our daily SMT watch list. In other words, there’s not much worth highlighting today. on this front. Not really a surprise, considering what time it is in the quarter.

This story was originally reported by TheStreet on Sep 26, 2025, where it first appeared in the Stock Market News & Data section. Add TheStreet as a Preferred Source by clicking here.