EPISODE · Apr 10, 2026 · 9 MIN
Iran Deescalation Rally, Sticky 3% Inflation, and Q1 Earnings Expectations
from Capital Creek Partners - 3in10 · host Capital Creek Partners
In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott assesses the equity market's sharp relief rally on Iran deescalation, noting that while he remains tactically cautious from his March 4th "As Long As It Takes" call, this week's price action held in a way that demands attention ahead of Saturday's negotiations. He then delves into February core PCE and March CPI, reiterating that inflation is embedded at 3% and on track to miss the Fed's target for a sixth consecutive year. Lastly, Scott previews first quarter earnings, highlighting financials as the critical tell for whether market leadership is finally broadening.
What this episode covers
In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott assesses the equity market's sharp relief rally on Iran deescalation, noting that while he remains tactically cautious from his March 4th "As Long As It Takes" call, this week's price action held in a way that demands attention ahead of Saturday's negotiations. He then delves into February core PCE and March CPI, reiterating that inflation is embedded at 3% and on track to miss the Fed's target for a sixth consecutive year. Lastly, Scott previews first quarter earnings, highlighting financials as the critical tell for whether market leadership is finally broadening.
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Iran Deescalation Rally, Sticky 3% Inflation, and Q1 Earnings Expectations
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