DoubleLine Minutes

MMM Episode 92: Some Sweet and Sour Crude (Oil) Talk in the Face of a Dry World Cup

After a market review and recap of a relatively light macro news week (Nov. 14-18), hosts Jeffrey Mayberry and Samuel Lau field a listener’s question for The Topic of the Week: What will happen to gas prices when President Joe ... Read More

MMM Episode 91: Meaningful or Bear-Market Rally? Jeff and Eric Strike a Note of Caution

DoubleLine Portfolio Manager Jeff Mayberry and Quantitative Analyst Eric Dhall review the Nov. 7-11 week, which saw strong large gains in stocks (2:21) and across all major bond sectors, led by emerging markets debt (4:42). Amid a slight decline in ... Read More

MMM Episode 90: Bundle Up! Winter Is Coming

After sharing some wise advice on staying warm to keep heating costs down, Monday Morning Minutes host Samuel Lau and guest Eric Dhall, a trader and quantitative analyst on the firm’s Cross Asset team who is subbing for Jeffrey Mayberry, ... Read More

MMM Episode 89: Cooling Housing and a New Yield Curve Inversion

After reviewing a 4% rise in the S&P 500 for Oct. 24-28 (2:19), positive returns across high-grade and risky credit (5:01) and the week’s macro news (12:20), Jeff Mayberry and Samuel a dive into various gauges of the U.S. ... Read More

MMM Episode 88: Reviewing Recessions, Kashkari’s Dubious Dicta

Jeff Mayberry and Samuel Lau start (2:31) with the positive returns for the week of Oct. 17-21 across all 11 sectors of the S&P 500, aided Friday by a market-moving article in the Wall Street Journal. (The newspaper reported ... Read More

MMM Episode 87: Prices, Prices, Prices

After their survey of the Oct. 10-14 market week (2:13), Jeff Mayberry and Samuel Lau take a deep dive (23:50) into the household inflation expectations component of University of Michigan consumer-sentiment survey. The release of the preliminary October survey ... Read More

MMM Episode 86: JOLTS and a Hawk-Provoking Labor Market

For their topic of the week, Jeff Mayberry and Samuel Lau (20:51) delve into the Job Openings and Labor Turnover Survey (JOLTS), conducted monthly by the U.S. Bureau of Labor Statistics. The hosts kick off their review of the Oct. ... Read More

MMM Episode 85: Shelter’s Impact on Inflation Indicators, and a Red Week, Month and Quarter

After running down a bloody week to end a bloody month and quarter, and the macro news for the week of Sept. 26-30, Monday Morning Minutes hosts Jeff Mayberry and Samuel Lau field a question from a listener on the ... Read More

MMM Episode 84: Delving into Disturbing Dots, Predicting Powell Plans for Pain

After surveying the week’s macro news and carnage in equity, fixed income and commodity markets, host and Portfolio Manager Jeff Mayberry and guest and Quantitative Analyst Eric Dhall unpack (13:48) the market-jarring details of the Federal Reserve’s latest dot plot ... Read More

MMM Episode 83: Not Before I’ve Had My Coffee

DoubleLine’s Sam Lau and Eric Dhall, a trader and quantitative analyst on the firm’s Cross Asset team who is subbing for Jeff Mayberry, wake up to a lot of red in the markets in this episode, recorded before end ... Read More