EPISODE · Aug 8, 2025 · 9 MIN
Positive Productivity Data, CAT Tariff Troubles, and BLS Data Concerns - (EP. 13)
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 begins with strong productivity data for the second quarter; he discusses the potential AI can have for greater productivity in the future. Additionally, he analyzes Caterpillar's Q2 earnings disappointment, which was largely the result of higher than expected tariffs. Lastly, Scott finishes by discussing the importance of the Bureau of Labor Statistics' data.
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 begins with strong productivity data for the second quarter; he discusses the potential AI can have for greater productivity in the future. Additionally, he analyzes Caterpillar's Q2 earnings disappointment, which was largely the result of higher than expected tariffs. Lastly, Scott finishes by discussing the importance of the Bureau of Labor Statistics' data.
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Positive Productivity Data, CAT Tariff Troubles, and BLS Data Concerns - (EP. 13)
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