Inflation's Cyclical Upturn and Exxon's Turnaround

What this episode covers

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down two key market themes for the week. Scott connects the dots across ECRI's future inflation gauge, March core PCE, and ISM prices paid, arguing a cyclical upturn in inflation was in place well before the Iran war and that the Fed has quietly moved to neutrality for 2026. He then walks through Exxon's first quarter earnings beat and management's commentary on oil, refining, and chemicals, crediting CEO Darren Woods with a multi-year turnaround in returns, free cash flow, and shareholder value.

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Frequently Asked Questions

How long is this episode of Capital Creek Partners - 3in10?

This episode is 11 minutes long.

When was this Capital Creek Partners - 3in10 episode published?

This episode was published on May 1, 2026.

What is this episode about?

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down two key market themes for the week. Scott connects the dots across ECRI's future inflation gauge, March core PCE, and ISM prices paid, arguing a...

Can I download this Capital Creek Partners - 3in10 episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.