Welcome to a closing bell on Mike Santoldian for Scott Wopner here at post nine at the New York Stock Exchange.

This make or break hour begins with stocks treading gingerly into a new week.

Traders anxiously watching that 10 year Treasury yield tick above 4.5% at the dollar index also

making a new 10-month high big tech and energy trying to prop up the

S&P 500 as small caps attempt a tentative bounce from deeply oversold levels.

Coming up, Elizabeth Burton of Goldman Sachs Asset Management with the results of a new survey

and how she's telling clients to position their portfolios.

But first, our talk of the tape, is this still just a standard September setback in the

indexes or do the breakdowns below the surface and the route in the bond market mean the

bulls are losing the benefit of the doubt here to discuss that is Brian

Belsky chief investment strategist at Bemo Capital Markets Brian good to talk to you

how you doing?

Thanks so much for having. It's just a normal September in our book.

Well, this is it, right? So by all appearances, if you, if you, I guess sort of pan pan out that's what it looks like right

six percent off the high it started right on cue as August got underway so we

needed something like this maybe predicted it maybe should have expected it if not on the other hand if I look at

cyclical stocks starting to struggle the general market unable to really look

beyond what's happening in the bond market equal weighted SP, maybe breaking down a little bit too.

That doesn't cause you to rethink it?

No, it doesn't, Mike.

You know, you and I go back a long ways, back to the 90s, and unfortunately the majority of institutional investors

have maybe been in their seat 10 or 15 years so they've never really seen this

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