Hidden Cost of the Iran War, ISM Manufacturing Numbers, and What Happens If We Walk Away

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, Scott discusses the implications if the U.S. disengages without reopening the Strait of Hormuz, and why that scenario could prolong higher oil prices, elevated yields, and continued pressure on risk assets.