DoubleLine Minutes

MMM Episode 104: Core Services ex-Housing – A Tail Wagging the Monetary Dog?

After reviewing a red week ended Feb. 24, 2023, for stocks (1:57), bonds (3:11) and commodities (4:39) and the week’s macro news (7:04), Jeff Mayberry and Samuel Lau look under the hood (15:07) at “Super Core Inflation,” Fed Chair Jerome ... Read More

MMM Episode 103: Jeff and Sam Peruse Mandated Sales from the SPR

Jeff Mayberry and Samuel Lau review a red Feb. 13-17 week for stocks (1:55), bonds (3:28) and commodities (6:01) as well as the week’s macro news (6:01), including signs of slowing CPI disinflation and PPI prints well above expectations that ... Read More

MMM Episode 102: New Year Brings New CPI Methodology

After reviewing the very red markets week of Feb. 6-10, DoubleLine’s Jeff Mayberry and Sam Lau discuss changes to the U.S. Bureau of Labor Statistics’ methodology in calculating the Consumer Price Index (CPI) as The Topic of the Week (13:05). ... Read More

MMM Episode 101: “Super-Core” Inflation, a Labor Market Flex and a Pretty Good January

DoubleLine Portfolio Manager Jeff Mayberry is joined on Monday Morning Minutes by Quantitative Analyst Eric Dhall to recap the market week of Jan. 30-Feb. 3 as well as January performance. But most important, the two break down the Federal Open ... Read More

MMM Episode 100: The Worst Shall Be First as MMM Hits 100!

In addition to recapping market events for the week of Jan. 23-27, DoubleLine’s Jeff Mayberry and Sam Lau mark the 100th episode of Monday Morning Minutes expressing much gratitude to the listeners as well as the firm’s staff and resources ... Read More

MMM Episode 99: Jeff and Sam Parse Fedspeak and Food Prices

Jeff Mayberry and Samuel Lau review stocks (2:39), fixed income (5:09), commodities (7:14), macro news (8:54) and Fedspeak (11:42) for the week ended Jan. 20, 2023. Then for their Topic of the Week (16:15), they explore the measurement of food ... Read More

MMM Episode 98: Mixed to Improving Inflation, Higher Odds of Recession

After scoring a largely up week for stocks, fixed income, commodities and even Bitcoin, Jeff Mayberry and Samuel Lau, finding little in the way of market-moving news for Jan. 9-13, review a raft of inflation gauges (7:23), after the December ... Read More

MMM Episode 97: Will 2023 Break the 3s10s’ Perfect Streak on Calling Recession?

After recapping a mostly green market performance and mixed macro bag for the holiday-shortened first week of the year (Jan. 3-6), Monday Morning Minutes hosts Sam Lau and Jeff Mayberry kick off the 2023 Topics of the Week with a ... Read More

MMM Episode 96: Markets in Year 2022 in Review

DoubleLine Portfolio Managers Jeff Mayberry and Samuel Lau review 2022 in their year-end podcast. They start with stocks (1:55) and then turn to fixed income (5:42), noting the rare coincidence of bear markets in both asset classes produced the second ... Read More

MMM Episode 95: Fed Action Divides the Market Week

DoubleLine Portfolio Manager Jeff Mayberry and Quantitative Analyst Eric Dhall run down a Dec. 12-16 market performance that shifted in the wake of Wednesday’s FOMC rate hike. Equities perhaps partied too hard Wednesday after the Fed delivered only a 50-basis-point ... Read More