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Daily Archives: January 17, 2024
DoubleLine markets outlook 2024
The first 57 minutes of this presentation are a worthwhile macro overview. (The final 17 minutes are a micro dive into individual debt types for US investors and less accessible for Canadians and lay people). In his annual “Just Markets” … Continue reading
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Employment cycling down
Unemployment spikes as recessions begin, but before that, early warning signs are fewer job openings and a shorter work week. The latest December jobs report showed spreading cyclical weakness. Year over year, Indeed job postings fell 15% in 2023. See … Continue reading
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