October 14, 2026

Scott Bauer on Rates, Oil, and the Risk Nobody Is Pricing In

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

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about the author:

Scott Bauer

A respected market commentator seen on Bloomberg, Fox Business, CNBC and other major financial networks, Scott Bauer has 30+ years of professional equity and index options experience at the Chicago Board Options Exchange (CBOE) and Chicago Mercantile Exchange (CME) and as a Vice-President/trader for Goldman Sachs. Scott graduated with Honors from the University of Illinois Business School and has taught classes both at his alma mater and at the CBOE.

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