A Fête Sans Tech
It gives wealth professionals a concise weekly read on equity breadth, bond yields, commodities and Fed expectations. The segment also highlights macro data and energy supply risks that can affect portfolio positioning discussions.
Summary
By the markets & outlook deskDoubleLine portfolio manager Eric Dhall and analyst Mark Kimbrough review the week ended Oct. 9, when the S&P 500 rallied broadly without tech leadership. They note bonds caught a bid after four weeks of rising yields, commodities rose led by energy amid the Middle East conflict, and distillate supply interruptions are a risk after Hurricane Isaias' forecast Gulf Coast landfall. The video also covers September ISM services, FOMC minutes pointing toward a possible 2026 fed funds hike, and upcoming September CPI and PPI reports.
- Stocks staged a broad S&P 500 rally without tech leadership in the week ended Oct. 9.
- Bonds caught a bid after four weeks of rising yields, while commodities ended higher led by energy on the Middle East conflict.
- The video flags possible distillate supply interruptions after Hurricane Isaias' forecast landfall on the Gulf Coast.
- FOMC minutes showed officials leaning toward another fed funds hike in 2026, while futures priced the Fed on hold at the Oct. 28 meeting.
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