IBKR Podcasts Markets on Edge: Rates, Oil, and Geopolitics Collide
Apr 8, 2026
Scott Bauer, trader and educator at Prosper Trading Academy, brings market analysis on rates, inflation, oil and geopolitics. He discusses how rising interest rates are reshaping equities. They cover labor and manufacturing signals, tech and consumer staples resilience, and what to watch in CPI, PPI and Fed communications.
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Rising 10-Year Yields Drove Market Stress
- Interest rates, not just geopolitics, were the primary driver of recent market volatility.
- Scott Bauer highlights the 10-year yield pushing toward 4.40–4.50% as a major equity-market stressor.
Strong March Jobs Versus Data Timing Questions
- March jobs and manufacturing showed surprising strength, but questions remain about data timing.
- Scott Bauer notes March jobs were
Tech Stocks Volatile But Bounced Strongly
- Technology stocks showed large swings but overall resilience with steep rallies after drops.
- Scott Bauer points to names like Western Digital and SanDisk experiencing big recoveries amid volatility.