DoubleLine Portfolio Manager Samuel Lau and Macro Asset Analyst Mark Kimbrough begin their review of  the week of Sept. 30-Oct. 4 with a mixed stock market (0:42). The energy sector led the equity market, share prices buoyed by concerns of direct conflict between Israel and oil exporter Iran. The bond market (1:57) suffered a surge in yields. Commodities (3:39) marked gains, led by the energy complex. The week’s macro news (5:06) was dominated by “blockbuster” labor market news, with Mark Kimbrough fleshing out the details of Tuesday’s JOLTS and Friday’s upside surprises from the nonfarm payrolls and unemployment reports. Looking ahead to the week of Oct. 7-11 (24:40), Sam and Mark will be on watch for the NFIB Small Business Optimism report for September (due Tuesday) and the September Consumer Price Index (Thursday) and Producer Price Index (Friday) reports.