DoubleLine Minutes

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

MMM Episode 34: Sept. 20-24 Market/Macro Recap, FOMC Meeting Deep Dive and Outlook

DoubleLine’s Jeff Mayberry and Samuel Lau run down market and macro events for the Sept. 20-24 week, which ushered in the autumnal equinox and a new regular feature to the podcast, a deep dive into the week’s Federal Open Market ... Read More

MMM Episode 33: Sept. 13-17 Market Recap, Stagflation Answers, Powell Questions

After reviewing market and macro news for the week of Sept. 13-17, co-hosts Jeff Mayberry and Samuel Lau take up the Question of Week to explain the phenomenon of stagflation, the dilemma of high inflation amid a weak economy that ... Read More

MMM Episode 32: Sep. 7-10 Macro/Market Recap, Eviction Elucidation & Janet’s Alarm Bells

After reviewing a red week for stocks, gold (almost -2%) and Bitcoin (almost -9%) and a flat week for bonds and commodities, Jeff Mayberry and Samuel Lau size up the impact on housing evictions and rents, as well as ... Read More

MMM Episode 31: Aug. 30-Sep. 3 Market Recap, Treasury Auctions Explained

After reviewing macro and markets for the week, Jeff Mayberry and Samuel Lau turn to MMM’s Question of the Week and delve into the workings of U.S. Treasury securities auctions (17:28). These connect the U.S. government with buyers of ... Read More

MMM Episode 30: August 23-27 Recap, Question of the Week and Outlook

DoubleLine’s Jeff Mayberry and Samuel Lau try to pin down when this brutal summer will actually end – they go with Sept. 22 – before jumping into their coverage of the Aug. 23-27 market week. Jeff and Sam note that ... Read More

MMM Episode 29: August 16-20 Recapping Markets/Macro and Eyeballing the LEI

After reviewing macro and markets for the week, Jeff Mayberry and Samuel Lau take a close look at the Conference Board’s Leading Economic Index (LEI), a composite of 10 indicators used to anticipate turns in the economic cycle (13:07). ... Read More

MMM Episode 28: August 9-13 Recap, Question of the Week and Outlook

DoubleLine’s Jeff Mayberry and Samuel Lau kick off their review of the Aug. 9-13 market week with some sly commodity futures humor before running through the indexes and expressing their strong aversion to surveys. Materials and financials led the S&P ... Read More

MMM Episode 27: August 2-6 Recap, Question of the Week and Outlook

DoubleLine’s Jeff Mayberry and Samuel Lau in their review of the Aug. 2-6 market activity, spotlight higher equities led by financials with consumer staples the one sector ending the market week in the red (5:25). Higher interest rates, with the ... Read More

MMM Episode 26: July 26-30 Recap, Question of the Week and Outlook

DoubleLine’s Jeff Mayberry and Samuel Lau shrug off Jeff’s summer vacation sniffles to cover the July 26-30 market week, the last week in July (thanks, Myla!). The S&P 500 finished up for the month despite a lagging energy sector, which ... Read More