DoubleLine Minutes

Jeff Mayberry and Samuel Lau start (2:31) with the positive returns for the week of Oct. 17-21 across all 11 sectors of the S&P 500, aided Friday by a market-moving article in the Wall Street Journal. (The newspaper reported ... Read More

After their survey of the Oct. 10-14 market week (2:13), Jeff Mayberry and Samuel Lau take a deep dive (23:50) into the household inflation expectations component of University of Michigan consumer-sentiment survey. The release of the preliminary October survey ... Read More

For their topic of the week, Jeff Mayberry and Samuel Lau (20:51) delve into the Job Openings and Labor Turnover Survey (JOLTS), conducted monthly by the U.S. Bureau of Labor Statistics. The hosts kick off their review of the Oct. ... Read More

After running down a bloody week to end a bloody month and quarter, and the macro news for the week of Sept. 26-30, Monday Morning Minutes hosts Jeff Mayberry and Samuel Lau field a question from a listener on the ... Read More

After surveying the week’s macro news and carnage in equity, fixed income and commodity markets, host and Portfolio Manager Jeff Mayberry and guest and Quantitative Analyst Eric Dhall unpack (13:48) the market-jarring details of the Federal Reserve’s latest dot plot ... Read More

DoubleLine’s Sam Lau and Eric Dhall, a trader and quantitative analyst on the firm’s Cross Asset team who is subbing for Jeff Mayberry, wake up to a lot of red in the markets in this episode, recorded before end ... Read More

Bringing back their Topic of the Week, Jeff Mayberry and Samuel Lau review a raft of leading and coincident recession indicators (14:49), weighing their historical track records for predictive accuracy and noting what those gauges are saying now. The ... Read More

In a survey of market returns for August, Jeff Mayberry and Samuel Lau (3:25) note a decline of 4% on the S&P 500, with energy up 2.6% and utilities up 50 basis points (bps) to diverge from the negative sectors. ... Read More

DoubleLine’s Samuel Lau and Jeff Mayberry run down the numbers for the red market week of Aug. 22-26, with stocks in particular falling in the wake of Federal Reserve Chair Jerome H. Powell’s short speech Friday from the Fed’s Jackson ... Read More

Before diving into the market week of Aug. 15-19, DoubleLine’s Samuel Lau and Jeff Mayberry pause in TV Land to bid farewell to “Better Call Saul” and welcome the return of the Targaryens in “House of the Dragon.” Broad indexes ... Read More