DoubleLine Minutes

MMM Episode 25: July 19-23 Recap, Question of the Week and Outlook

DoubleLine’s Jeff Mayberry and Samuel Lau note the S&P’s rebound across the July 19-23 week after a very red Monday. Jeff points out the Rip Van Winkle dynamic of daily volatility balancing out Monday through Friday, resulting in little change ... Read More

MMM Episode 24: July 12-16 Recap, Question of the Week and Outlook

DoubleLine’s Jeff Mayberry and Samuel Lau in their review of the July 12-16 market activity observe that the S&P 500 finished down 1% for the week, with most of that decline arriving Friday. Small caps got crushed relative to everything. ... Read More

MMM Episode 23: July 5-9 Recap, Question of the Week and Outlook

DoubleLine’s Jeff Mayberry and Samuel Lau in their review of the July 5-9 market activity take note of parallel performance by the stock market’s bond proxies, real estate and utilities stocks, with U.S. Treasuries, including the yield on Long Bond ... Read More

MMM Episode 22: June 29-July 2 Recap and Outlook

DoubleLine’s Jeff Mayberry and Samuel Lau take note of the strong showing in the second quarter for commodities and U.S. equities, with growth stocks massively outperforming their value counterparts. On the macro front, taking note of nonfarm payrolls and the ... Read More

MMM Episode 21: Recap of the June 21-25 Market Week

DoubleLine’s Jeff Mayberry and Samuel Lau cap off the first week of summer – and the last full week of the first half of the year – reviewing a week-over-week reversal for June 21 through 25 as most of the ... Read More

Monday Morning Minutes: Recap of the June 14-18 Market Week

DoubleLine’s Jeff Mayberry and Samuel Lau welcome the first day of summer (June 21) to the Northern Hemisphere with a look back at a mostly red June 14-18 market week. What began as a quiet week was derailed by market ... Read More

Monday Morning Minutes: Recap of the June 7-11 Market Week

DoubleLine’s Jeff Mayberry and Samuel Lau get ready for Flag Day (June 14) with a rundown of the June 7-11 market week in which a strong CPI print was delivered, and the S&P 500 continued to climb. A dip in ... Read More

Monday Morning Minutes: Recap of the June 1-4 Market Week

DoubleLine’s Jeff Mayberry and Samuel Lau ignore L.A.’s June gloom to review the short, positive market week of June 1-4 that was busy on the macro front and might have set a record for the mention of records. Sam’s take ... Read More

MMM: Mayberry and Lau on the Week of May 24-28 and What Lies Ahead

After a review of month- and year-to-date bond, stock and commodity returns through May 28, Jeff Mayberry and Samuel Lau turn to the question of the week: how they form their outlooks for future bond and stock returns over the ... Read More

Monday Morning Minutes: Recap of the May 17-21 Market Week

DoubleLine’s Jeff Mayberry and Samuel Lau re-emerge from their cocoons to open the spigots on taper talk, discussing the Federal Open Market Committee’s recent meeting minutes and the use of the euphemism “adjusting the pace of asset purchases.” They also ... Read More