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Growth Rules, Gold Shines, Data Goes Dark (E234) episode artwork

Oct 3, 2025 28 min

Growth Rules, Gold Shines, Data Goes Dark (E234)

from DoubleLine Minutes Hosted by DoubleLine

DoubleLine Portfolio Manager Eric Dhall and Fixed Income Allocation Strategist Ryan Kimmel recap the market week of Sept. 29-Oct. 3 against the backdrop of a federal government shutdown. Eric and Ryan discuss the continuing strong run for equities on the back of high-fliers for September, Q3 and year-to-date (00:25) as well as healthy returns across all three time periods for fixed income (3:54) and commodities (5:38). While data delivery was light in Macro Land due to the shutdown, Eric and Ryan do take a look at prints that reflect a softening labor market (14:37), waning consumer confidence (19:00), weakening PMI numbers (19:44) and lower home prices (21:49). Next week could be a light week or very light week for data (24:35), depending on the shutdown, with the University of Michigan consumer survey among the nongovernmental prints on the schedule.

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DoubleLine Portfolio Manager Eric Dhall and Fixed Income Allocation Strategist Ryan Kimmel recap the market week of Sept. 29-Oct. 3 against the backdrop of a federal government shutdown.

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Growth Rules, Gold Shines, Data Goes Dark (E234)

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