CCP Conference and AI, New Home Sales Surprise, and Core PCE Expectations (EP. 19)

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 surprising print for August. Lastly, he delves into Core PCE data, noting his expectations for inflation to remain between 2% and 4% in the future despite Fed forecasts.