Leadership Change, the Revenge of the Old Economy, and a Disinflationary Boom (EP. 35)

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott begins with the growing leadership shift toward industrials, materials, energy, and global cyclicals. What he calls the “revenge of the old economy” as international markets and value sectors outperform large-cap U.S. technology. Next, he discusses Japan’s political transition and the rise of its new prime minister, outlining the implications for defense spending, fiscal policy, the yen, and broader Asian markets. To tie it all together, Scott analyzes this week’s non-farm payrolls and CPI data, explaining why the economy remains in a disinflationary boom and what that means for bonds, equities, and continued sector rotation.