1. EachPod

Weekly, Monthly and Year-to-Date Market Recap (E204)

Author
DoubleLine
Published
Fri 28 Feb 2025
Episode Link
https://dline-minutes.podbean.com/e/weekly-monthly-and-year-to-date-market-recap-e204/

DoubleLine Portfolio Manager Jeffrey Mayberry and Fixed Income Asset Allocation Strategist Ryan Kimmel recap the market week of Feb. 24-28. They also review performance after the first full month under Trump 2.0 and look at the winners and losers year-to-date among equities, bonds and commodities. Over in Macro Land (7:09), Jeff and Ryan run down a pretty busy week of prints, including softening consumer sentiment, lackluster home sales (8:43) and encouraging PCE inflation data (11:08).


Next week (18:06) will bring payroll numbers, ISM PMI manufacturing and services prints and the Fed’s Beige Book on current economic conditions.

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