DoubleLine Portfolio Manager Samuel Lau and Analyst Mark Kimbrough review a benign Aug. 26-30 week for stocks (1:04); bonds (3:26), taking note of a flattening Treasury yield curve; and commodities (7:34), with gold nearing $2500 per Troy ounce as markets anticipate easing monetary policy at the Federal Reserve. On the week’s macro front (9:21), there was little in the way of market-moving news. With positive readings on the S&P CoreLogic Case-Shiller home price indices, Mark Kimbrough takes note of “faster growth still in the major metro areas as well as the rest of the country.” Among macro prints to watch for Sept. 3-6 (18:23), Sam and Mark single out the ISM manufacturing report (Tuesday), JOLTS job openings (Wednesday), ISM services (Thursday) and nonfarm payrolls and unemployment (Friday).

New tracks tagged #(E180)