DoubleLine Minutes

DoubleLine’s Jeffrey Mayberry and Eric Dhall welcome the arrival of graduation time and the start of MMM’s summer stretch before recapping the Memorial Day holiday-shortened market week of May 30-June 2 as well as looking at May performance. All sectors ... Read More

DoubleLine Portfolio Manager Jeff Mayberry and Quantitative Analyst Eric Dhall review the performance of stocks (2:23), bonds (4:47) and commodities (6:39) for May to date; a complicated mix of macro news (13:34) for the week ended May 26; and expectations ... Read More

After a recapping the mixed market week of May 15-19, DoubleLine’s Jeffrey Mayberry and Eric Dhall take on a Topic of the Week that looks at the in-the-headlines banking industry (13:04). Jeff begins the ToC section with coverage of a ... Read More

After a red-week rundown, DoubleLine’s Samuel Lau and Eric Dhall turn the Topic of the Week spotlight on the Senior Loan Officer Opinion Survey (SLOOS) (13:22), another economic metric enjoying a higher profile after being name-checked by Federal Reserve Chair ... Read More

After reviewing the May 1-5 performances of stocks (2:38), fixed income (3:50), commodities (5:41) and the week’s macro news, DoubleLine’s Samuel Lau and Eric Dhall take a dive (13:51) into the May 3 meeting of the Federal Open Market Committee ... Read More

After reviewing a mostly green market week (and month and year-to-date) of April 24-28, DoubleLine’s Jeffrey Mayberry and Samuel Lau take a look at what a difference a day makes with their Topics of the Week. Jeff and Sam begin ... Read More

After reviewing a mostly down market week of April 17-21, except for bank loans, DoubleLine Portfolio Managers Jeffrey Mayberry and Samuel Lau take a look at the Federal Reserve’s Overnight Reverse Repo Facility* at the behest of a listener (11:37), ... Read More

Portfolio Managers Jeff Mayberry and Samuel Lau with guest and DoubleLine Macro Asset Allocation Analyst Mark Kimbrough start with a review for week ended April 14 of stocks (including a look at banks) (2:24), fixed income (5:02), commodities (6:27) as ... Read More

After reviewing equities (3:03), fixed income (3:44), commodities (6:50) and macro news (11:25) for the abbreviated market week ended April 6, Jeff Mayberry and Samuel Lau discuss the basics of interest rate risk (16:23), aka duration, including its impacts on ... Read More

After recapping positive market performance for March and the quarter, DoubleLine’s Jeff Mayberry and Sam Lau turn to the Topic of the Week: how commercial real estate (CRE) lending will be impacted by the recent issues at regional banks (20:36)*. ... Read More