DoubleLine Podcasts

MMM Episode 79: A Red Reversal From Last Week

Before diving into the market week of Aug. 15-19, DoubleLine’s Samuel Lau and Jeff Mayberry pause in TV Land to bid farewell to “Better Call Saul” and welcome the return of the Targaryens in “House of the Dragon.” Broad indexes were down on the week (2:20), with consumer staples providing some green in the S&P 500 Index, and natural gas (6:49) continuing to bring heat to the Bloomberg Commodity Index despite its historic volatility. Sam and Jeff then discuss whether this week’s performance represents a response to a change to the dovish narrative that initially followed the last FOMC meeting (9:49). Over in Macro Land (10:47), they review retail sales numbers, Fed meeting minutes, jobless numbers and LEI data. Heading into the Fed’s meeting next week in Jackson Hole, Sam and Jeff talk about recent comments from Fed officials on future rate hikes and how statements made by Fed Chair Jerome H. Powell at last year’s meeting panned out (14:20).

Next week will bring PMI numbers, a second quarter GDP update, a PCE print and Chair Powell’s Jackson Hole speech (17:02).

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