SOTS 2nd Hour: PCE Breakdown, D.C.-Iran latest, & ServiceNow CEO's AI Warning 3/13/26
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SOTS 2nd Hour: PCE Breakdown, D.C.-Iran latest, & ServiceNow CEO's AI Warning 3/13/26
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A busy 24 hours between DC headlines and PCE data... Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with the latest on both fronts, before discussing the implications for markets, traders, and the Federal Reserve. Plus: hear ServiceNow CEO Bill McDermott's huge warning when it comes to AI and youth unemployment, along with more on how Iran is changing the business of cybersecurity with the CEO of one beneficiary (Rubrik).
Elsewhere in the hour: former Defense Secretary Mark Esper joined the team with his expectations when it comes to possible escalation ahead.
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