In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott analyzes the ADP jobs data in light of the blackout on government data. He notes the sharp decline in small business employment, supporting a Fed rate cut. Additionally, Scott discusses the implications of rising Japanese bond yields as investors return capital to domestic markets. Lastly, he delves into China's targeted fiscal stimulus, which will likely support consumers, the Chinese property market, and the ongoing bull market.