DoubleLine Minutes

In their review of the Aug. 8-12 market week, Jeff Mayberry and Samuel Lau observe broad rallies across all 11 sectors of the S&P 500 (2:39); most sectors of the fixed income universe (3:56), with the exception of the ... Read More

Jeff Mayberry and Samuel Lau start their review of the Aug. 1-5 week with a positive if slight 40 basis point return for the S&P 500 (2:15), led by tech, up 2%, while energy stocks fell nearly 7%. Turning to ... Read More

After running down healthy market returns and the July 25-29 week’s macro news, 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, review the July Federal ... Read More

Along with their review of a positive week July 18-22 for the broad stock (1:21), fixed income (6:43) and commodities indexes (7:50), Jeff Mayberry and Samuel Lau look at a variety of indicators that appear to signal rising odds of ... Read More

After reviewing market returns and the July 11-15 week’s macro news, DoubleLine’s Jeffrey Mayberry and Sam Lau field a question on what indicator is the best predictor of commodity prices going forward (21:08). Jeff and Sam start by reviewing the ... Read More

DoubleLine’s Jeffrey Mayberry and Samuel Lau shut the door on a rough first half to the year and begin the second half with coverage of the short, pretty crazy week of July 5-8. Following last week’s signals pointing toward recession, ... Read More

With the June 30 close of 1H2022, Jeff Mayberry and Samuel Lau start (2:21) by looking at the month, quarterly and first-half-of-2022 returns for the stock market. These left the S&P 500 down just under 20% for the first six ... Read More

DoubleLine’s Jeffrey Mayberry and Samuel Lau run down the reversals during the short market week of June 21-24. Jeff and Sam note the seasonal effect of summer doldrums across the week in which the bulk of market activity occurs right ... Read More

After a recount of the rough, red run for the market week of June 13-17, DoubleLine’s Jeff Mayberry and Samuel Lau review the June meeting of the Federal Open Market Committee (FOMC) and Fed Chair Jerome H. Powell’s subsequent press ... Read More

In their review (1:49) of the carnage in the equity and bond markets June 6-10, Jeff Mayberry and Samuel Lau zero in (3:50) on “a big compression of the differential” between the yields of the two- and 10-year Treasury notes. ... Read More