CPI came in hotter than expected, oil is still elevated, and Jamie Dimon just said something Scott Bauer thinks every investor needs to hear. He joined the IBKR Podcast to break down what is driving negative market sentiment and why tomorrow’s retail sales number could be the most important data point of the week.
Scott covers:
- Why CPI coming in a tenth hot is more significant than it sounds right now
- What Jamie Dimon said about credit conditions that has Scott paying close attention
- The market concentration risk he thinks investors are still underestimating
- Why tomorrow’s retail sales number could be the week’s biggest market mover



