Investors are pushing aside the looming presidential election as a key risk to rip-roaring stock prices and are beginning to focus on the here and now. And on that score, things are beginning to appear a little dicey. Middle East tensions are on a steep climb, putting upward pressure on oil prices (CL=F, BZ=F), among other commodities. That has some on the Street voicing concern about the prospect of renewed inflation. Recall that there has been a steady deceleration in inflation in recent months that allowed the Federal Reserve to slash interest rates by 50 basis points in September. Stocks have subsequently climbed as traders price in a steady dose of policy easing. But if inflation kicks back into gear, hopes of more rate cuts could be dashed alongside the broader markets. StoneX chief market strategist Kathryn Rooney Vera reveals her top strategies for dealing with rising risks to the rally. Is it time to rotate into cash? Rooney Vera chats about that and more on Opening Bid with Yahoo Finance Executive Editor Brian Sozzi.