Summit Pageantry, Generational Real Yields, and a PMI Boom

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 Trump-Xi summit, noting that beyond the pageantry, Trump avoided trading geopolitical ground for commercial gain. He then explains why 10-year TIPS yields near 3%, a generational high, offer a real alternative to equities. Lastly, Scott analyzes September's booming flash PMIs, noting they strengthen the case for more Fed hikes.