🛸 CASE FILE #153
"The Key Is Rates." September’s Market Could Come Down to the Fed.
Investment strategist Brian Belski says September leaves stocks vulnerable to macro surprises before earnings season returns in October.
He remains bullish into year-end as earnings broaden beyond the Magnificent Seven — but rates remain the wildcard. Current data has pushed markets back toward expecting a September Fed hike.
September isn’t just about seasonality anymore. It’s about the Fed.
"The Key Is Rates." September’s Market Could Come Down to the Fed.
Investment strategist Brian Belski says September leaves stocks vulnerable to macro surprises before earnings season returns in October.
He remains bullish into year-end as earnings broaden beyond the Magnificent Seven — but rates remain the wildcard. Current data has pushed markets back toward expecting a September Fed hike.
September isn’t just about seasonality anymore. It’s about the Fed.