What to Expect From US Stock Markets In the Fourth Week of September | Market Editor's Pick

The fourth week of September starts with the 10-year Treasury yield at 5% and a market trying to price what that means for growth and corporate profits. The article notes that U.S. stocks reopen Monday after a drop of more than 1.5% the prior week, with oil risk rising after a missile strike on Riyadh and Houthi attacks on the Saudi capital on Saturday. Four catalysts are highlighted: Fed officials and growth data Wednesday, S&P Global’s flash survey Wednesday, and a Sept. 26 meeting between President Donald Trump and Xi Jinping on Thursday, with tariff and rare-earth issues tied to a trade truce that expires Nov. 10. Yardeni Research cut its year-end S&P 500 target to 7,900 from 8,400, warning of a possible breakout above 5%.