DoubleLine Minutes

After reviewing a March 20-24 market week that brought a little bit of green, DoubleLine’s Jeff Mayberry and Sam Lau recap and review the Federal Open Market Committee’s March meeting as well as Fed Chair Jerome H. Powell’s press conference ... Read More

After their review of markets (1:08), DoubleLine Portfolio Managers Jeff Mayberry and Samuel Lau discuss a seeming disconnect (6:49) between falling bond yields and rising stocks amid market-roiling bank news the week of March 13-17. In their review of the ... Read More

Jeff Mayberry and Samuel Lau survey the March 6-10 week’s losses in stocks (2:01), risky credit (5:03) and commodities (5:26) and rallies in high-grade fixed income, as well as the week’s macro news (6:30). Then in the wake of two ... Read More

DoubleLine Portfolio Manager Jeff Mayberry and guest host Quantitative Analyst Eric Dhall March 3, 2023, examine the month of February, which reversed the January gains for stocks (2:17) and for bonds (4:35). Seeing a possible silver lining, Eric Dhall notes ... Read More

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

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

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

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

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

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