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. Scott discusses the market's current positioning in a potential bubble and how investors can position themselves. Additionally, he highlights J.P. Morgan's stellar earnings, strong growth, and revelations for credit markets. Lastly, Scott analyzes the Fo...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down one key market theme for the week. Scott discusses gold breaking $4,000 per ounce, its outperformance in light of structural government debt, and the potential for a bubble in this hard asset.

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. First, whether the government shutdown really matters for the economy or markets, with history suggesting recent ones haven’t. Second, how to gauge labor market strength without non-farm payrolls, using ADP employment data and September ISM surveys instead. Thir...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott recaps the Capital Creek Partners Investor Conference and summarizes his takeaways on AI, capital expenditures, and financing for AI infrastructure. Additionally, Scott analyzes the new homes sales data in light of falling mortgage rates and a positive and...

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 retail sales data, noting strong consumer spending in light of a weakening labor market. Additionally, he analyzes the Fed's rate cut and meeting, talking about the contradictory release and continued decline in perceived Fed independen...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott analyzes the conditions such as momentum, banking deregulation, and AI that could be driving a new equity bubble. He then recounts Oracle, Synopsys, and Adobe earnings, noting the positive impact that AI continues to have for earnings growth and performanc...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott analyzes the recently released August payrolls numbers, noticing a stalling labor market and the opportunity for more rate cuts this year. Additionally, he summarizes the takeaways from a booming Broadcom and the success of the company in the light of AI....

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down Powell’s Jackson Hole speech pointing to a September rate cut but lingering stagflation risks, reviews muted retail earnings from Home Depot, Target, and Walmart, and highlights stronger-than-expected PMI data showing resilient demand and rising price pressures.

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott begins by discussing the differing economic rebalancing strategies of China and the U.S. He then delves into John Deere's lackluster earnings and the struggling agricultural sector. Lastly, Scott takes a look forward at what is possibly in store for th...

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 strong productivity data for the second quarter; he discusses the potential AI can have for greater productivity in the future. Additionally, he analyzes Caterpillar's Q2 earnings disappointment, which was largely the result of higher than...

In this special edition episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, hosts Joe Kalish, Chief Global Macro Strategist at Ned Davis Research Group. Joe is an expert with over 40 years of experience analyzing financial and economic trends. Topics discussed in this special edition include key economic trends such as the rebalancing of the U.S. economy through trade a...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. He analyzes the evolving tariff headlines and potential ramifications for the markets. Scott discusses Meta's blowout second quarter earnings and the potential dominance Meta could have in AI. Lastly, he reviews the non-farm payrolls number, which indicate a...

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.