Deep Dive on Credit, 3M's Macro Signals, and CPI and PMI Data (EP. 23)

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott discusses his research into credit over the past couple of weeks as concerns build over credit quality. He highlights his insights and faith in credit. Additionally, he analyzes 3M's Q3 2025 earnings and its implications for the global economy; notably, foreign markets are outperforming. Lastly, Scott touches on CPI and PMI data. With a lack of data recently, these points give renewed confidence in Fed rate cuts and financial markets.