Expect a Choppy September

Co-founder Jason Bodner joins Nicole Petallides on Schwab Network to discuss seasonality and Market Rotation Ahead of Midterm Election.

Expect a Choppy September, NVDA Set Stage for End of 2026 Rally

“I would expect September to be a choppy month for stocks,” says Jason Bodner, on the macro set-up and fund flows into commodities suggesting a ton of market rotation for the new month.

That said, he says, “the AI trade is alive and well” as highlighted by Nvidia (NVDA) earnings. Once the midterms are out of the way, he expects to see a strong year-end rally in the stock market.