Can US Stocks Overcome September Headwinds? (CME Group)

Bullish Gator

Despite rising bond yields, high energy prices and trade tensions, the S&P 500 sits under 2% from its record—can it withstand historically weak September headwinds?

Editorial companion

What stands out

Bloomberg ran a short, pointed question with CME Group in the chair: can the S&P 500, sitting less than 2% from its record, survive rising bond yields, higher energy costs and renewed trade friction as September, historically the market’s weakest month, arrives? The guest list and sponsor matter: CME Group runs the futures and rates plumbing that transmit volatility, so their framing is more than seasoning. Meanwhile, headlines about AI leadership fights and political pressure on rates have added background noise, meaning this is as much about narrative risk as it is about raw macro data.