Fed Independence, Strong and Tight Credit, and the Potential Iranian Regime Change (EP. 33)

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, concluding that credit markets will likely have large issuances in the near term while spreads have returned to previous lows. Lastly, Scott discusses the potential for an Iranian regime change and what it means for the global economy, oil, and commodities.