Brian Szytel
Senior investment professional at The Bahnsen Group providing market commentary from the firm's West Palm Beach office; frequent commentator on market rotation, macro data, and M&A trends.
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Feb 4, 2026 • 7min
Wednesday - February 4, 2026
Brian Szytel, senior investment pro at The Bahnsen Group based in West Palm Beach, gives market color on a rotation from frothy large-caps into staples, defensives, and cyclicals. He walks through tech pain in semiconductors and software amid AI expectations. He reviews mixed economic prints and a cooling labor trend. He closes with a look at a coming pickup in mergers and acquisitions and who stands to benefit.
