Market insight and analysis. You're listening to the opening bell of CnBC, Squawk on the Street.

Good Tuesday morning. Welcome to Squawk on the Street. I'm Carl Kintan Air with Jim Kramer at Post 9 of the New York Stock Exchange.

David Fabers on assignment. Future is mixed here as we kick off the full trading season. Watch for volume and activity to pick up as folks get back to work.

Sell site conferences kickoff 10-year 4-21.

A roadmap begins with a September swoon ahead.

Historically, the worst month for stocks, but does the data give investors reason to expect otherwise?

SoftBanks Armed Holdings launching its IPO Roadshow, a blockbuster deal, which could value the company as much as $52 billion.

And we're watching media names as well.

WBD, warning of some prolonged impact from the strike, while Disney fires its latest volley in this dispute with Charter.

Let's begin with the markets on this short week of trading.

It's great to have Kramer back in the chair.

We missed so much last week, man.

I mean, between Lulu and some of the China names and Chewy and Woof. First of all, thank you. And it's great to be back. Thank you for all well-wishers. It was a triple hernia, and I got through it and managed to come through it in a way. I think that I feel very, very strong. I always love September

at our business because everybody does come back to work, except for the people, of course,

who still work at home, they ought to get back to work. There are a couple points that

I just think we have to talk about. One is the bonds are just going the other way. So that

could be September's headwind. Again, the interest rates are up. And then the other, I think we're making what's too little about the strike, the UAW strike. By the way, the writer strike, obviously from Warner Brothers, very important. But these are two things that I think that people have to put on their radar screens. Because we won't have a lot of stocks reporting. The Lulu was kind of won off and great. MongoDB, similar. What's basically about Lou by the way, it's in the

class by itself other than Chipotle, high, expensive senior growth stocks. They continue to

beat expectations. Calvin McDonald doing a great job. Brian Nicol doing a great job at Chipotle.

Upgrade today over in Bernstein. And it was a very solid upgrade, although they should have done it last week, obviously. But Carl, this is, when I say

that you mentioned that September's usually a week or time. I mean, a lot of times what happens

is beginning to get a lot of IPOs. Beating get supply. That's going to happen. Rates go up.

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