DoubleLine Minutes

MMM Episode 62: A Red Week for Markets, Predictive Gauges for Fed Funds

After covering the week of April 18-22 for U.S equities, fixed income and commodities (2:06), hosts Jeff Mayberry and Samuel Lau put the 9.4% year-to-date negative return of the Bloomberg US Aggregate Bond Index into historical context (6:41). So far, ... Read More

MMM Episode 61: Rising Prices, Inflation Mindsets and Fed Hubris

After covering the market action and macro news for the abbreviated week of April 11-14, host Samuel Lau and guest host Eric Dhall, a trader and quantitative analyst on DoubleLine Capital’s Cross Asset team, survey (20:08) the hottest rise in ... Read More

MMM Episode 60: Active vs. Passive: Equity vs. Fixed Income Active Managers

After market and macro news for the week of April 4-8 (3:21), Jeff Mayberry and Samuel Lau for their Topic of the Week compare the relative performance of active asset managers in U.S. stock and bond markets (20:01). This discussion ... Read More

MMM Episode 59: Real Yield Curve and U.S. Men’s Soccer – Are Things Different This Time?

After reviewing market and macro news for the week of March 28-April 1, DoubleLine’s Jeff Mayberry and Samuel Lau – in the international spirit of the just-unveiled men’s World Cup draw – field a question from Charles, a listener ... Read More

MMM Episode 58: Hard Look at the Fed’s Rare “Soft Landings”

After reviewing market and macro news for the week of March 21-25, DoubleLine’s Jeff Mayberry and Samuel Lau answer a listener’s question on how quantitative tightening (QT) could impact the 10-year U.S. Treasury yield (19:41) as well as the TIPS ... Read More

MMM Episode 57: First Fed Hike Arrives as Nickel Drama Continues

After reviewing market and macro news for the week of March 14-18, DoubleLine’s Jeff Mayberry and Samuel Lau cover the March Federal Open Market Committee Meeting (FOMC), which brought a summary of economic projections and expected hike of 25 basis ... Read More

MMM Episode 56: A Wild Week for Nickel and a Bailout for Big Shot

After reviewing macro news and markets for the week of March 7-11, Jeff Mayberry and Samuel Lau turn to the price explosion in nickel on the London Metal Exchange for their topic of the week (13:31). They analyze the short ... Read More

MMM Episode 55: Flight to Safety, Commodities on Fire, Index Rejiggering, ETF Liquidations

After reviewing macro news and markets for the week ended March 4, Jeff Mayberry and Samuel Lau try to bring some clarity to the chaos reigning over ETFs, indexes and other instruments with direct exposure to Russia (15:14). The war ... Read More

MMM Episode 54: Market Reactions to Russia-Ukraine and Reviewing the State of Sanctions

After running down market and macro news in the face of threatening moves by Russia toward Ukraine, Jeff Mayberry and Samuel Lau look at the sanction responses by the West after Russia’s invasion as their Topic of the Week (17:55). ... Read More

MMM Episode 53: Geopolitical Risk and Markets, Moderating Hawkishness at the Fed

After reviewing the week in markets and macro news, Jeff Mayberry and Samuel Lau take up the market-moving capacity of geopolitical events for their Topic of the Week (16:14). For part of their research, they reference a Deutsche Bank report ... Read More