Green Market Week and Blossoming Optimism (E198)

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.