The Iran War, A Hot PPI, and Post-Fed Thoughts

In this episode of 3in10, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, provides updated analysis on the escalating war in Iran and its implications for energy markets and global risk assets. He discusses the February PPI report, which surprised to the upside and reinforces a developing uptrend in inflation. Finally, Scott shares his takeaways from the latest Fed meeting, where policymakers held rates steady amid rising inflation risks and growing uncertainty around growth. He outlines why energy prices, inflation pressures, and constrained Fed flexibility create a more challenging backdrop for equities.