Market moving insight and analysis.

Join Jim Kramer, David Faber and me, Carl Kainteneah, on the opening bell hour of CNBC Squawk on the Street. Good Monday morning, welcome to Squawk on the Street. I'm Carl Kainterna with David Faber, Sarah Eisen, to post nine of the New York Stock Exchange. Kramer has the morning off. Pre-market is mixed coming off Friday's record down close and back-to-back positive weeks for the NASDAQ.

Lots of Fed speak and macro the next few days, including PCE 10-year 376.

Our roadmap begins with a big week ahead for investors, 16 Fed speakers and a barrage of data,

including GDP on deck.

Plus Intel shares are on the move a bit this after Qualcomm did approach the company about a potential

takeover. And FTC chair, Lena Khan, warning that a Kroger Albertson's merger could increase

grocery costs. We're going to break down what she had to say. Let's begin with the markets

after a week which saw some new record highs for stocks. Actually turning into a not bad September, we talked a lot about seasonal weakness coming into

the month, but right now it is the best September since 2019.

Yeah, I guess not all Septembers include a double jumbo-sized rate cut, which off to the

races, especially if you compare that with the soft landing. And that is the

outlook and what has propelled stocks. So here's a good stat that I read over the weekend from Bank of America.

On the day after the Fed cut, when equity markets were ripping, basically, equity trading flows

saw the largest long only inflows into U.S. equities in one and a half years at the open.

And it was led by tech and consumer discretionary.

So now one of the debates that's been forming is big tech or the rest of the market value.

Because value, valuation, still look appealing.

And if we do get this sort of best of scenario for the market

where you get rate cuts on top of an economy that doesn't go into recession,

is it finally time for the rest of the market,

the value stocks to catch up?

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