Q1 2024 Is in the Books (E159) by Monday Morning Minutes published on 2024-03-28T20:16:04Z DoubleLine Portfolio Managers Samuel Lau and Jeffrey Mayberry review the market week of March 25-28, 2024, shortened by the Good Friday holiday. Sam and Jeff also recap March and first quarter performances for equities, fixed income (3:59), commodities (6:24) and Bitcoin (9:13). Over in Macro Land (9:39), they look at housing prices, jobless claims and a GDP fourth quarter estimate, noting that the markets will be closed when the PCE and personal income prints are released Friday. In addition, Sam and Jeff discuss market expectations for Federal Reserve rate cuts this year – still hanging in at three – and the status of the Fed’s overnight reverse repo facility. Looking ahead (15:38), next week’s prints will include ISM manufacturing and services PMI data, a JOLTS update and employment numbers from ADP and the U.S. Bureau of Labor Statistics. This episode was recorded March 28, 2024, before the close of trading. Genre Business