Treasury Risks, BAC Earnings, and Philadelphia Fed Data - (EP. 10)

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. He analyzes complacency and risks in Treasury markets while recognizing portfolio benefits of Treasurys. Additionally, Scott covers Bank of America's 2025 second quarter earnings and the positive economic data that it entailed. Lastly, he explores what the Philadelphia Fed Manufacturing Index means for U.S. markets and inflation.