IBKR Podcasts Will the Government Reopening Spark a Market Rally?
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Nov 12, 2025 Scott Bauer, an instructor and market commentator from Prosper Trading Academy, joins the discussion on the potential market effects of the government reopening. He explains why traders are optimistic despite the shutdown, emphasizing the anticipated wave of economic data. Scott highlights how this delayed data could expose deeper risks, particularly concerning the dollar's strength and Fed expectations. He also warns of the nuanced impacts of Supreme Court decisions on tariffs and market reactions. A captivating look at current trading dynamics!
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Markets Have Moved Beyond The Shutdown
- Scott Bauer says markets are already looking past the shutdown and focusing on rates and Fed policy.
- He expects delayed government data to influence Fed decisions and market direction in December.
Prepare For A Data Wave After Reopening
- Prepare for a wave of delayed government data once the shutdown ends.
- Watch the payrolls and Fed-sensitive releases closely as they can move markets if they beat or miss expectations.
Bad Data Is Priced; Good Data Could Surprise
- Scott expects sobering economic releases once data backlog hits the market.
- He believes markets have priced weakness so better-than-expected prints could spark a rally.