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 assesses the collapsed US-Iran ceasefire and the market's striking calm, especially oil's failure to rally. He then analyzes the hawkish June FOMC minutes, noting inflation risks skewed to the upside and calls for rate hikes. Lastly, Scott recounts Pe...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott begins with June's soft jobs headline, masking a still-solid labor market that argues against a July Fed hike. Additionally, he notes real rates fell to -50 basis points, the lowest since 2023, giving the Fed room to hike. Lastly, Scott delves into the...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott begins with May core PCE, which printed in line at 3.41% but masks a troubling trend higher, as services and accelerating supercore inflation point to a likely Fed hike and reinforce CCP's underweight on U.S. fixed income. Additionally, he analyzes Mic...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott opens with the 14-point memorandum of understanding to end the US-Iran war, signed Wednesday. He walks through the points that matter most for markets, including the full reopening of the Strait of Hormuz within 30 days, $300 billion in reconstruction fund...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott recounts the Morgan Stanley Financial Services Conference, highlighting a spending super cycle and dismissing fears over private credit. He then assesses Lennar's earnings, noting a depressed housing consumer but contrarian signals near cyclical lows....

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott opens with a contrarian case for Fed tightening, arguing that a rate hiking cycle beginning later this year is more likely than markets are pricing. He points to a two-year Treasury yield sitting roughly 60 basis points above the fed funds rate, a confirme...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott digs into first quarter 2026 earnings, which posted a headline growth rate of 28.4% year over year but were flattered by over $50 billion in AI-related investment gains from Google and Amazon, making the adjusted growth rate closer to high teens which is s...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott explains why natural gas is one of only two commodities down in 2026 despite a roaring commodity bull market, pointing to surging shale production that continues to outpace export capacity while noting that the massive US-Europe price arbitrage and summer...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott delves into the April Fed Senior Loan Officer Survey, highlighting tighter standards on business and private credit lending that should weigh on growth later in 2026. He then assesses the April employment report, explaining why the 48,000 three-month avera...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down two key market themes for the week. Scott connects the dots across ECRI's future inflation gauge, March core PCE, and ISM prices paid, arguing a cyclical upturn in inflation was in place well before the Iran war and that the Fed has quietly moved to neutrality for 2026. He then walks through Exx...

In this special edition episode of 3in10, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, sits down with Britt Harris, former CIO of UTIMCO and founder of Titans of Investing, to discuss the seven storms reshaping the investment landscape. Scott and Britt begin by framing why the post-2020 era breaks from the four-decade regime that preceded it. Britt then walks through the...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott recounts the Washington consensus from the IMF/World Bank Meetings, highlighting stagflation fears, a broken transatlantic alliance, an ascendant China, and near-universal belief that the dollar is a short. He then summarizes the conference's favorite...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott assesses the equity market's sharp relief rally on Iran deescalation, noting that while he remains tactically cautious from his March 4th "As Long As It Takes" call, this week's price action held in a way that demands attention ahead of S...

In this episode of 3in10 , Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, examines the hidden economic costs of the Iran war, including the slowdown in Middle Eastern capital flows and reduced foreign demand for U.S. securities. He then breaks down the latest ISM Manufacturing numbers and what they reveal about rising price pressures beneath the headline strength. Finally,...

In this episode of 3in10 , Scott Slayton provides an update on the Iran war and the battle over the Strait of Hormuz, outlining why sustained energy disruption keeps pressure on global risk assets. He then breaks down the “three bullets to the brain” for markets: tightening financial conditions, rising recession odds, and geopolitical shock. Finally, Scott explains why commodities are leading in 2...

In this episode of 3in10 , Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, provides updated analysis on the escalating war in Iran and its implications for energy markets and global risk assets. He discusses the February PPI report, which surprised to the upside and reinforces a developing uptrend in inflation. Finally, Scott shares his takeaways from the latest Fed meeting,...

In this episode of Three in 10, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, focuses on the escalating war in Iran and its implications for global markets. Scott explains why the prolonged closure of the Strait of Hormuz and the disruption of oil flows could represent a major economic shock that investors may be underestimating. He outlines the potential for significantly...

In this special edition of 3in10, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, sits down with Drew McKnight, Co-CEO of Fortress Investment Group, for a discussion on private credit markets and the changing investment landscape. The conversation explores the growth of private credit, the role it plays as banks retreat from lending, and why strong underwriting and asset man...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott begins with an analysis of markets, reviewing the complex landscape that geopolitical tensions, tariffs, and AI create as investors move capital into different investments. Additionally, Scott reviews the ongoing challenges in crypto markets as Bitcoin has...

In this special edition of 3in10 , Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, sits down with Dr. William Inboden, Executive Vice President and Provost at UT Austin, for a wide-ranging discussion on geopolitics and higher education. Dr. Inboden addresses the erosion of public trust in American universities and the steps needed to restore credibility and accountability. T...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott begins with the growing leadership shift toward industrials, materials, energy, and global cyclicals. What he calls the “revenge of the old economy” as international markets and value sectors outperform large-cap U.S. technology. Next, he discusses Japan’s...

In this special edition 3in10 episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, delivers the firm’s 2026 Strategy Outlook. Based on six weeks of research and the most important charts from the report, Scott explains why economic growth remains stronger than consensus, why the U.S. dollar is entering a prolonged downtrend, and how this environment is driving a broad ro...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott begins with an overview of his dollar thesis, stating that he believes that the dollar has begun its next leg downward due to many reasons. Next, he discusses the Fed's decision at the January meeting to keep rates steady in light of labor market data...

In this special edition episode of 3in10, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, sits down with Doug Terreson, former Head of Global Energy at Morgan Stanley, to discuss oil markets, geopolitics, and the macro-outlook. Scott and Doug begin by reviewing Doug’s career in energy and his perspective on current oil market fundamentals, including supply-demand imbalances...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott reviews the recent case brought against Jerome Powell and the implications it has for global markets; Scott remarks about how markets have viewed this as political rather than substantive. Additionally, Scott analyzes credit spreads and bank earnings, conc...