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MMM Episode 126: Fed Focused on Inflation Even at the Price of Labor Weakness

Author
DoubleLine
Published
Fri 28 Jul 2023
Episode Link
https://dline-minutes.podbean.com/e/mmm-episode-126-fed-focused-on-inflation-even-at-the-price-of-labor-weakness/

DoubleLine Portfolio Manager Samuel Lau first covers the week of July 24-28 in terms of stocks (1:40), fixed income (3:49) and commodities (6:52). Then Macro Asset Allocation Analyst Mark Kimbrough reviews the week’s macro news (9:49), noting resilient housing prices ... Read More

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