DoubleLine Minutes

Monday Morning Minutes: Recap of the May 10-14 Market Week

DoubleLine’s Jeff Mayberry and Samuel Lau spend the last Friday before Tax Day (Lau: “Pay your fair share”) discussing ways to approach equity risk premia dynamics, which are used to value the equity market, for the question of the week ... Read More

Monday Morning Minutes: Recap of the May 3-7 Market Week and a Look Ahead

DoubleLine’s Jeff Mayberry and Samuel Lau parse the week’s macro and market activity, including the price of copper marking an all-time high, value stocks tacking on another week of outperformance versus growth and Friday’s spike in 10-year Treasury volatility on ... Read More

Monday Morning Minutes: Recap of the April 26-30 Market Week

DoubleLine’s Jeff Mayberry and Samuel Lau cover in the question of the week how shelter is tracked as a service for homeowners via the use of the owner’s equivalent rent (OER) component of the Consumer Price Index (CPI) and the ... Read More

Monday Morning Minutes: Recap of the April 19-23 Market Week

In this installment of Monday Morning Minutes, DoubleLine portfolio managers Jeff Mayberry and Samuel Lau discuss the April 19-23 market week, including quiet U.S. bond and stock markets and strong price moves in commodities, led by corn and Kansas wheat. ... Read More

Monday Morning Minutes: Recap of the April 12-16 Market Week

DoubleLine’s Jeff Mayberry and Samuel Lau share some straight talk on reading the real and nominal yield curves in the question of the week (starts at 14:26), and look at what market signs might foretell the Federal Reserve hiking interest ... Read More

Monday Morning Minutes: Recap of the April 5-9 Market Week

This Minutes episode offers a library list about liars, operators, turtles and gods. After recapping the quiet April 5-9 week in the commodity, equities and fixed income markets, Jeff Mayberry and Sam Lau, answering the question of the week (starts ... Read More

MMM 2021 Mar – Week 5

Monday Morning Minutes: Market Recap for the week ending April 1, 2021
U-3? U-6? How do the unemployment and job numbers work? DoubleLine’s Jeff Mayberry and Samuel Lau discuss how to make sense of the labor force data during the pandemic ... Read More

MMM 2021 Mar – Week 4

Monday Morning Minutes: Market Recap for the week ending March 26, 2021
What are the implications for banks and money markets with the Fed’s elimination of the exemption to the supplementary leverage ratio (SLR)?

MMM 2021 Mar – Week 3

Monday Morning Minutes: Market Recap for the week ending March 19, 2021
What is LIBOR and why is it important?

MMM 2021 Mar – Week 2

Monday Morning Minutes: Market Recap for the week ending March 12, 2021
What are markets and metrics are telling us about inflation?