Capital Creek Partners - 3in10

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. He discusses the struggling Chinese housing market and the rally in Chinese equities and bonds. Additionally, Scott analyzes D.R. Horton's Q3 2025 earnings beat and implications for the overall economy. Lastly, he explores the recent rally in commodities and...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. He analyzes complacency and risks in Treasury markets while recognizing portfolio benefits of Treasurys. Additionally, Scott covers Bank of America's 2025 second quarter earnings and the positive economic data that it entailed. Lastly, he explores what the P...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. He covers the One Big Beautiful Bill (OB3) and analyzes its costs and benefits for the U.S economy. Additionally, he discusses Delta Air Lines' recently announced earnings and the run up in its stock price. Lastly, Scott explores the recent highs of SPX and...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. He covers new highs in U.S. markets and causes for the rally, analyzes the recent primary victory of Zohran Mamdani and the underlying implications, and explains the struggles of the U.S. housing market and why it might be an opportune time to invest.

In this episode Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. He covers the Fed’s policy crossroads and its risk of falling behind the curve, assesses the implications of the Israel-Iran conflict on oil markets and global power dynamics, and explains why investors should focus on the retail sales control group rather than n...

In this week’s 3in10, Capital Creek’s Chief Strategy Officer, Scott T. Slayton, CFA, breaks down the positive inflation data from this week, the reviving IPO market and possibilities of a bull market, and the challenges of the U.S. Dollar despite new conflicts.

In this week’s 3in10, Capital Creek’s Chief Strategy Officer, Scott T. Slayton, CFA, breaks down the MSCI All Country World Index reaching new highs, positive labor market news in the form of benign cooling, and the rally in Platinum and Silver prices.

In this week’s 3in10, Capital Creek’s Chief Strategy Officer, Scott T. Slayton, CFA, breaks down new tariff uncertainties caused by court decisions, inflation data from the PCE Index, and the intricate relationship between fiscal and trade deficits.

In this week’s 3in10, Capital Creek’s Chief Strategy Officer, Scott T. Slayton, CFA, breaks down the consequences of the Big Beautiful Bill, potential warning signs from the Chicago Fed's National Activity Index, and the continued decline of the U.S. Dollar.

In this week’s 3in10, Capital Creek’s Chief Strategy Officer, Scott T. Slayton, CFA, breaks down a sharp equity rally fueled by easing trade tensions, concerning stagflation signals from the University of Michigan survey, and the dollar’s underwhelming rebound.

In this week’s 3in10, Capital Creek’s Chief Strategy Officer, Scott Slayton, breaks down the Fed’s decision to hold rates steady, a surprisingly strong ISM Services report, and why he sees equities heading lower.