DoubleLine Minutes

In their review of the Nov. 4-8 market week, DoubleLine Portfolio Managers Jeff Mayberry and Samuel Lau cover election-turbocharged stocks (0:48), volatile bonds (4:01) and modest gains in commoditie…

DoubleLine Portfolio Manager Samuel Lau and Analyst Mark Kimbrough review the Oct. 28-Nov. 1 week of losses in stocks (1:45), led lower by tech and real estate; higher interest rates (4:03); and lowe…

DoubleLine Portfolio Manager Jeff Mayberry and Analyst Mark Kimbrough cover the Oct. 21-25 week in stocks (0:39), fixed income (1:57) and commodities (3:36), then turn to the week’s light macro calen…

DoubleLine Portfolio Managers Jeff Mayberry and Samuel Lau review for the week of Oct. 14-18 the stock (0:52) and bond (2:08) markets whose somewhat-muted volatility, according to Jeff, suggests inve…

DoubleLine Portfolio Managers Jeff Mayberry and Samuel Lau on Oct. 11, 2024, review equity returns (0:44) at the start of the Q3 earnings season, a fixed income market (2:14) setting to higher yields…

DoubleLine Portfolio Manager Samuel Lau and Macro Asset Analyst Mark Kimbrough begin their review of  the week of Sept. 30-Oct. 4 with a mixed stock market (0:42). The energy sector led the equity ma…

DoubleLine Portfolio Manager Samuel Lau and Quantitative Analyst Eric Dhall review market activity and macro news for the week of Sept. 23-27. Sam and Eric talk another strong run of almost daily his…

DoubleLine Portfolio Manager Jeffrey Mayberry and Quantitative Analyst Eric Dhall track the Sept. 16-20 week market activity leading up to and in the wake of the Federal Reserve’s big rate cut on Wed…

DoubleLine Portfolio Managers Jeff Mayberry and Samuel Lau cover the week of Sept. 9-13, 2024, which saw positive performances for stocks (0:30); fixed income (2:00), including a recessionary signal …

DoubleLine Portfolio Managers Jeffrey Mayberry and Samuel Lau welcome back the NFL and then tackle a rough Sept. 2-6 run for the markets, including lots of red across equities (1:09); fixed income (3…

DoubleLine Portfolio Manager Samuel Lau and Analyst Mark Kimbrough review a benign Aug. 26-30 week for stocks (1:04); bonds (3:26), taking note of a flattening Treasury yield curve; and commodities (…

DoubleLine Portfolio Managers Jeff Mayberry and Samuel Lau cover an Aug. 19-23 week that brought gains for stocks (0:52) and a broad rally in fixed income (2:11) as well as a commodities market (5:15…

DoubleLine Portfolio Managers Jeff Mayberry and Samuel Lau cover a positive Aug. 12-16 week for equities (0:49), fixed income (2:37) and commodities (5:27), supported by tame inflation readings (6:38…

DoubleLine Portfolio Manager Jeff Mayberry and Macro Asset Allocation Analyst Mark Kimbrough comment on the whipsaws in stocks, bonds and commodities that by the Aug. 5-9 week’s end left markets litt…

DoubleLine Quantitative Analyst Eric Dhall and Macro Asset Allocation Analyst Mark Kimbrough cover a very exciting market week of July 29-Aug. 2, including a very rough Friday for stocks. Eric and Ma…

DoubleLine Portfolio Manager Samuel Lau and Quantitative Analyst Eric Dhall survey the markets’ July 22-26 scoreboard for stocks (0:59), fixed income (3:01) and commodities (4:29) before turning to t…

DoubleLine Portfolio Manager Samuel Lau and Quantitative Analyst Eric Dhall begin their review of the July 15-19 market week with returns in the red for stocks (0:52), bonds (2:18) and commodities (4…

DoubleLine Portfolio Manager Samuel Lau and Macro Asset Allocation Analyst Mark Kimbrough end the week of July 8-12 with a roundup of stock (1:44), bond (4:06) and commodity (6:18) markets. Then they…

DoubleLine Portfolio Manager Jeff Mayberry and Quantitative Analyst Eric Dhall Friday morning review the stock (1:08), bond (3:16) and commodity (5:44) markets for the week ended June 28, 2024. Then …

DoubleLine Portfolio Managers Jeffrey Mayberry and Samuel Lau cover the markets and macro news for the week of June 17-21, with markets closed Wednesday for the Juneteenth federal holiday. The S&P 50…