9-2-26 Q&A Wednesday - What Are Markets Waiting For

September is starting with a new set of challenges for investors: rising Treasury yields, higher oil prices, persistent inflation, renewed geopolitical tensions, and growing questions about whether the Federal Reserve may have to raise rates again.

Add historically weak September seasonality and the uncertainty surrounding the midterm elections, and investors have plenty to think about.

Lance Roberts and Danny Ratliff answer your questions about market risk, interest rates, inflation, portfolio positioning, retirement planning, and what investors should be watching next.

0:00 INTRO

0:50 - JOLTS Report Review, ADP/Jobs Preview

2:04 - Oil Prices on the rise (oil risk is transient): What's feeding into Inflation?

3:52 - Broadcom report preview

4:14 - Market working down towards 50-DMA to test support

5:15 - Seasonal weakness for September is present; volatility remains low

8:53 - Any market Rotation?

10:28 - Guidance for Acquiring company stock in 401k

12:37 - Recommendation for Rotation in and out of funds - how & why & controlling risk