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DoubleLine Minutes

Markets Take the Winding Road to Green (E202)

14 Feb 2025

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DoubleLine Portfolio Manager Jeff Mayberry and Fixed Income Asset Allocation Strategist Ryan Kimmel survey stock (0:38), bond (1:54) and commodity (3:53) markets for Feb. 10-14, a week that ended in the green across all three asset classes but was punctuated by a whipsaw in bonds around inflation headlines. Their review of the week’s macro news (4:25) focused on the hotter-than-expected January CPI report, although Ryan Kimmel noted that 14 of the last 15 January CPI readings exceeded consensus forecasts.

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