DoubleLine Minutes

MMM Episode 44: Of Jobless Claims, Prices and Reading the Fed Funds’ Tea Leaves

After their review of stocks, bonds, bitcoin and commodities for the week of Dec. 6-10, 2021, cohosts Jeffrey Mayberry and Samuel Lau peruse the latest readings of jobless claims and the Consumer Price Index (7:31). Taking note of the rise ... Read More

MMM Episode 43: King Coffee, President Biden Taps the SPR and a Slew of Inflation Indicators

DoubleLine’s Jeff Mayberry and Sam Lau record a more markets-oriented podcast covering the week of Nov. 29-Dec. 2 in front of a live sales team audience at DoubleLine’s L.A. office during the second day of the firm’s Winter Sales Retreat. ... Read More

MMM Episode 42: Waning Energy, Crypto Holiday Chatter and Financial Repression

Jeff Mayberry and Sam Lau spend the Friday before Thanksgiving recapping the continued weak path for energy in the markets and reviewing a light load of macro data for the week of Nov. 15-19. Sam cites speculation about tapping the ... Read More

MMM Episode 41: Broad, Sticky Inflation and the Not-So “Strategic” Petroleum Reserve

After reviewing the markets and macro news for the week of Nov. 8-12, Jeff Mayberry and Sam Lau turn to an in-depth discussion of the Strategic Petroleum Reserve (14:48) and proposals to not only draw down the SRP but also ... Read More

MMM Episode 40: ISMs Big-ism’s, a Taper Pacer and Powell Channeling Yoda

Jeffrey Mayberry and Samuel Lau cover the Nov. 1-5 week’s rise in equities, credit, a surprising easing in the 10-year Treasury yield (3:10) and slight weaknesses in Bitcoin and commodities. Notwithstanding a hiccup in commodities, Jeff sees a bullish case ... Read More

MMM Episode 39: Candy Corn Conflict, Natural Gas vs. Crypto and Lessons on Student Loan ABS

DoubleLine’s Jeff Mayberry and Samuel Lau salute both Sunday’s arrival of Halloween and the more controversial recognition of National Candy Corn Day on Saturday before running the market numbers for the week of Oct. 25-29. The last week of October ... Read More

MMM Episode 38: Boring Beige Book, Interesting Loans and Skyrocketing Breakevens

After reviewing the week’s positive performance for stocks, negative performance for bonds, a boring Beige Book and a limited crop of macro news, Jeff Mayberry and Samuel Lau turn to the Question of the Week (16:31): the ins and ... Read More

MMM Episode 37: Broad Rally, Differential Nat Gas Markets and Seeing Beige

The market week of Oct. 11-15, 2021, as co-hosts Jeff Mayberry and Samuel Lau take note, witnessed a wide rally across asset classes, including commodities, bonds and stocks as measured by the S&P 500, apart from the communications services sector, ... Read More

MMM Episode 36: T-bills Handicapping Congress, a 10-Year Breakout and Triple Witching Hours

After wrapping up the market and macro news of Oct. 4-10, Jeff Mayberry and Samuel Lau explain Triple Witching Hour and its cousins: the Double Witching Hour and the erstwhile Quadruple Witching Hour (13:02). ... Read More

MMM Episode 35: Sep. 27-Oct. 1 Market Recap, Taper Talk and the Fed’s Stars to Steer By

Jeff Mayberry and Samuel Lau start off this MMM episode with a review of asset class performances for the month of September, including a 4.6% drop in the S&P 500. After guidance from Federal Reserve officials on tapering quantitative ... Read More