IMF Week Consensus, Favorite Trades, and Contrarian Signals

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott recounts the Washington consensus from the IMF/World Bank Meetings, highlighting stagflation fears, a broken transatlantic alliance, an ascendant China, and near-universal belief that the dollar is a short. He then summarizes the conference's favorite trades — long EM assets, long commodities and gold, short treasuries, and short the dollar — noting his own discomfort with how crowded they've become. Lastly, Scott highlights the contrarian signals worth watching, including JP Morgan's call that the Fed's next move is a hike.