Yes, yesterday's 2% drop was a lot, but let's not forget the S&P 500 was up 10.4% without so much as even a brief pullback. Great chart from Frank Cappelleri that shows this was the strongest rally all year, so some type of weakness is simply how it goes.

So the US Dollar is lower than it closed on Friday and high yield corporate bonds are now higher. Yes, it is September and yes more volatility is possible. Even lower prices some point the next 8 weeks is likely after stocks gained 9 of the past 10 months. But if this was 'the

I'm set to join Scott Wapner in exactly one hour at 3:25pm ET on CNBC's Closing Bell. September blues, the economic slowdown, the bull market, and so much more to discuss. See you there!

In the 💺 and ready to go. On with Scott Wapner on CNBC's Closing Bell soon.

Next! CNBC's Closing Bell

Thanks Scott Wapner for having me back on CNBC's Closing Bell! We discussed: * Sept/Oct aren't doing anyone any favors * Yesterday's 2% drop didn't show the hallmark of a pure risk off day * Why the broadening out trade will continue * Why there is no recession on the horizon

Thanks Andrew Bell and BNN Bloomberg for having me back on the show today! Fun 6 minute discussion. bnnbloomberg.ca/video/shows/th…

🇺🇸 S&P 500 While September and October may not favor investors in election years, awareness of historical trends and potential volatility can help investors navigate this period with greater effectiveness and confidence 👉 isabelnet.com/?s=S%26P+500 h/t Ryan Detrick, CMT $spx #spx

I join in 20 minutes! Always enjoy chatting with Joel Elconin Dennis Dick, CFA and Aaron Bry! Also, I just put together 19 slides, so we will have plenty to discuss ;)

Three 2% drops for the S&P 500 so far this year. Even the best years tend to have a few and note the average yr has nearly six.

I'll be on the Benzinga Premarket Prep show in about 5 minutes! Tune in. Joel Elconin Dennis Dick, CFA Aaron Bry

We have an extra special Spaces set for jobs Friday. @Sonusvarghese and I are excited to be joined by Guy Berger! There is no better person to discuss what is truly happening in the labor market than with Guy. You can sign up below. x.com/i/spaces/1DXGy…

This is exciting - grateful to Sonu and Ryan for having me on tomorrow!

We've been in the camp for awhile now that we would see higher productivity in the US and this would be a gamechanger. Higher productivity allows for higher wages, but keeps a cap on inflation. Excellent 🧵on today's data from Sonu Varghese.

Big fan of talmon joseph smith and this discussion with Downtown Josh Brown Michael Batnick and Ben Carlson was so good. 👏👏👏 The Compound

Nice look at NVIDIA's earnings from Blake Anderson on our team. The bar was quite high, but overall it was still impressive. carsongroup.com/insights/blog/…

So which is it? The Bad * Manufacturing continues to sink * Enormous spike in layoffs in the latest Challenger report * Construction spending first monthly drop in nearly two years * Savings rate at a 2-yr low * GDI! The Good * ISM Services still strong, services make up a huge

>Ryan Detrick, CMT, CMT impressed the Premarket Prep team this morning with his presentation on the recent market drop, election year cycles, and much more, check it out below 👇 Joel Elconin Dennis Dick, CFA

The Fed needs to go big to manage risk. New blog 👇 Not often I get to quote Neil Dutta RenMac: Renaissance Macro Research, Guy Berger, and Frank Costanza in one piece 😁 Ryan Detrick, CMT Carson Investment Research carsongroup.com/insights/blog/…

Check out Sonu Varghese’s case on why we believe the Federal Reserve needs to cut rates and the prevailing macroeconomic case to do this: carsongroup.com/insights/blog/…