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DoubleLine Portfolio Manager Jeffrey Mayberry and Analyst Mark Kimbrough tackle a positive run for the markets the week of Jan. 13-17 heading into a busy weekend of NFL playoffs and Monday’s Inauguration Day. They kick things off with a look at equities (00:56), with all 11 sectors of the S&P 500 Index up on the week, then break down positive runs for fixed income (2:50) and commodities (4:31), supported by a big move by WTI crude. Rosy sentiments bloomed in Macro Land (5:46), including an optimistic small-business survey and a series of inflation prints that could be read as positive. Next week (18:32) will bring an LEI update as well as jobless claims and PMI prints. This episode was recorded Jan. 17, 2025, before market close.
By DoubleLine4.6
1414 ratings
DoubleLine Portfolio Manager Jeffrey Mayberry and Analyst Mark Kimbrough tackle a positive run for the markets the week of Jan. 13-17 heading into a busy weekend of NFL playoffs and Monday’s Inauguration Day. They kick things off with a look at equities (00:56), with all 11 sectors of the S&P 500 Index up on the week, then break down positive runs for fixed income (2:50) and commodities (4:31), supported by a big move by WTI crude. Rosy sentiments bloomed in Macro Land (5:46), including an optimistic small-business survey and a series of inflation prints that could be read as positive. Next week (18:32) will bring an LEI update as well as jobless claims and PMI prints. This episode was recorded Jan. 17, 2025, before market close.

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