High Rates May Indicate a Strong Economy — MAI Capital’s Chris Grisanti

Bullish Gator

Chris Grisanti explains S&P 500 September seasonality, rising Treasury yields, and why higher rates can signal economic strength—plus implications for software stocks and earnings.

Editorial companion

What stands out

Chris Grisanti's line on Fox Business, that rising interest rates can be a sign of a strong economy and not an immediate market death knell, matters because it reframes how investors judge moves in Treasury yields and S&P 500 September seasonality. He used software stocks as a test case, and that matters because software is where durable revenue growth runs headlong into rate-sensitive valuations. ServiceNow, with meaningful scale and improving profitability, is a live example of why higher yields do not automatically spell trouble for fundamentally strong names.