Tariff Headlines, Meta Dominance, and Labor Market Weakening - (EP. 12)

Capital Creek Partners - 3in10
01/08/2025 9 min

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Episode Synopsis

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. He analyzes the evolving tariff headlines and potential ramifications for the markets. Scott discusses Meta's blowout second quarter earnings and the potential dominance Meta could have in AI. Lastly, he reviews the non-farm payrolls number, which indicate a steep softening in the labor markets and could move the Fed's hand in cutting rates.

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