DoubleLine Minutes

After reviewing stock (1:34), bond (4:01) and commodities (6:10) markets and macro news (10:13) for the Aug. 7-11 week, DoubleLine Portfolio Managers Jeff Mayberry and Samuel Lau take up the Topic of the Week (16:45): alternatives compiled by the Bureau ... Read More

DoubleLine’s Eric Dhall and Mark Kimbrough run down market performance for July before diving into a recap for the week of July 31-Aug. 4. For the month, equities (00:54) delivered a pretty nice return while over in fixed income (2:12), ... Read More

DoubleLine Portfolio Manager Samuel Lau first covers the week of July 24-28 in terms of stocks (1:40), fixed income (3:49) and commodities (6:52). Then Macro Asset Allocation Analyst Mark Kimbrough reviews the week’s macro news (9:49), noting resilient housing prices ... Read More

DoubleLine’s Jeffrey Mayberry and Samuel Lau recap a very positive market week of July 17-21 as green screens throw some shade at the summer doldrums. Equities continued to roll, with all 11 sectors of the S&P 500 positive month-to-date (2:07), ... Read More

DoubleLine Portfolio Manager Samuel Lau and Quantitative Analyst Eric Dhall tour market and macro news for the July 10-14 week, then look into the week ahead. The discussion begins with markets, including U.S equities (2:02), fixed income (4:08), commodities (6:15), ... Read More

DoubleLine Portfolio Managers Jeff Mayberry and Samuel Lau review market performance of the week ended July 7 for equities (2:27), fixed income (3:44) and commodities (8:42). Then they turn to the week’s macro prints (12:03), among other observations noting the ... Read More

DoubleLine’s Jeffrey Mayberry and Samuel Lau on the final day of June review the markets for the week of June 26-30 and also provide performance snapshots for the month, second quarter and year-to-date. After bidding farewell to LIBOR*, Jeff and ... Read More

DoubleLine Portfolio Manager Jeff Mayberry and Quantitative Analyst Eric Dhall cover the June 19-23 week’s performance in equities (1:57), fixed income (3:19) and commodities (5:04), then digest bearish readings (7:11) in the latest initial jobless claims report and reading on ... Read More

After a rundown of the markets and macro news for June 12-16, DoubleLine’s Jeffrey Mayberry and Samuel Lau cover the June FOMC meeting and Federal Reserve Chair Jerome H. Powell’s press conference (15:31). The federal funds rate remained unchanged, and ... Read More

DoubleLine Portfolio Managers Jeff Mayberry and Samuel Lau cover the June 5-9 results for stocks, including a rebound for regional banks (2:41); fixed income (4:11), a bit of pressure on duration, gains for emerging market debt and bank loans; commodities, ... Read More