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Waiting for Guy Fawkes Day (E187) episode artwork

Oct 18, 2024 16 min

Waiting for Guy Fawkes Day (E187)

from DoubleLine Minutes Hosted by DoubleLine

DoubleLine Portfolio Managers Jeff Mayberry and Samuel Lau review for the week of Oct. 14-18 the stock (0:52) and bond (2:08) markets whose somewhat-muted volatility, according to Jeff, suggests investors are waiting for more labor market data and especially the outcome of the Nov. 5 presidential election. Commodities (4:01) ended in the red, led by a sharp decline in crude on reports Jerusalem will spare Iranian oil facilities in any reprisals over Tehran’s Oct. 1 missile attack against Israel. In a relatively quiet week on the macro front (5:54), retail sales came in stronger than expected. Looking ahead to the Oct. 21-25 week (11:02), Jeff and Sam will be on watch for jobless claims and purchasing manager index reports (Thursday) and durable goods orders (Friday).

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Waiting for Guy Fawkes Day (E187)

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