Scott Bauer joined the IBKR Podcast this week to break down what conflicting economic data means for investors, where the smart money is rotating, and what Broadcom’s report tonight could signal for the rest of the market.
Scott covers:
- Why GDP and PCE are pointing in opposite directions and what that means for the Fed
- The sectors seeing an influx of money as investors get more cautious on tech
- Why even a strong earnings report may not be enough to satisfy the market right now
- What he is watching in Broadcom tonight and why it could move more than just one stock



