Portfolio Manager Jeff Mayberry and Fixed Income Asset Allocation Strategist Ryan Kimmel survey the week ended Jan. 10, beginning with stock (0:41) and bond (2:06) markets in the red on stronger-than-expected December payrolls, slashing fed funds rate cut expectations. Commodity prices surged, led by crude oil on the prospect of hardened U.S. sanctions against Russian energy exports. On the macroeconomic front (5:15), Jeff and Ryan delve into the payroll and unemployment data and see markets pricing for a “no landing” scenario. Looking to the week ahead (9:17), on their radar will be December readings of the Producer Price Index (Tuesday) and Consumer Price Index (Wednesday) as well as retail sales and jobless claims (Thursday).