Markets may be climbing — but what could stop the rally?
In this The Money Path clip, host Todd M. Schoenberger asks Rob Haworth, Senior Investment Strategist at U.S. Bank, what risks could derail his optimism for the economy and stock market.
Haworth points to several key threats investors should be watching closely:
• Inflation creeping higher and pressure on valuations
• Rising 10-year Treasury yields
• Market volatility tied to AI sector winners vs. losers
• Concerns that parts of tech may have smaller growth runways than expected
• Ongoing government spending and election uncertainty
It’s a clear look at the risks beneath the surface of today’s market optimism.
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🔗 View the full episode here: Broadening Rally, Global Opportunities & the Fed’s Next Move — Rob Haworth’s Market Strategy
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