DoubleLine Minutes

DoubleLine Portfolio Manager Jeff Mayberry and Quantitative Analyst Eric Dhall recap the markets for the week ended Jan. 26, 2024, noting stocks (0:38) were rather tame notwithstanding new highs on t…

For the holiday-shortened market week of Jan. 16-19, DoubleLine Portfolio Managers Jeffrey Mayberry and Samuel Lau for the Topic of the Week (10:55) look at the Retail Sales Report, an always potenti…

For the week ended Jan. 12, 2024, traditional asset markets, Samuel Lau and Eric Dhall observe, echoed their behavior in 2023, with stocks (1:05) and bonds (3:25) delivering positive returns and comm…

Jeff Mayberry and Samuel Lau start review a somewhat volatile and negative 2024 debut for bonds (0:47) and fixed income (2:13) with commodities (3:55) treading water with a slight rise of 10 basis po…

DoubleLine Portfolio Managers Jeffrey Mayberry and Samuel Lau Kick off the last episode of 2023 with a yearly performance review of the markets, with equities and fixed income far removed from 2022’s…

After reviewing “everything rallies” for the week ended Dec. 15 in stocks, bonds and commodities, and the week’s macro news, DoubleLine Portfolio Managers Jeff Mayberry and Samuel Lau discuss the Dec…

Jeff Mayberry and Samuel Lau first review the week ended Dec. 8, 2023, for stocks (1:06), fixed income (3:00) and commodities (5:25) as well as macro news (8:12), including volatility around the week…

After covering positive market performance in the final week (Nov. 27-Dec. 1) of a very healthy November, DoubleLine Portfolio Managers Jeffrey Mayberry and Samuel Lau dive into the latest BIS paper …

After covering a broad-based positive run in the markets for the week of Nov. 13-17, DoubleLine Portfolio Manager Samuel Lau and Quantitative Analyst Eric Dhall break down the latest Consumer Price I…

After reviewing stocks (0:51), fixed income (3:28), commodities (6:14) and somewhat bearish macro news (8:11) for the week ended Nov. 10, DoubleLine Portfolio Manager Jeff Mayberry and Quantitative A…

After Samuel Lau’s review of markets for month of October (1:29) and the week ended Nov. 3 (2:55) and the week’s macro news (9:25), Jeff Mayberry covers the highlights of Nov. 1 Federal Open Market C…

Before a dive into the third quarter gross domestic product (GDP) report (15:58), DoubleLine Portfolio Manager Jeff Mayberry and Quantitative Analyst Eric Dhall kick things off with a review of finan…

After covering a mixed week in the markets for Oct. 16-20, DoubleLine Portfolio Manager Jeff Mayberry and Quantitative Analyst Eric Dhall break down the concept of “term premium,” which measures the …

After reviewing stocks (1:17), bonds (2:51) and commodities (4:14) for the Oct. 9-13 market week, DoubleLine Portfolio Manager Jeff Mayberry and Quantitative Analyst Eric Dhall cover the week’s macro…

DoubleLine Portfolio Managers Jeffrey Mayberry and Samuel Lau face the heat outdoors and indoors recapping the red market week of Oct. 2-6 before a timely revisit of recession indicators (16:43). Jef…

Heading into a possible shutdown of the government, Portfolio Manager Jeff Mayberry and Quantitative Analyst Eric Dhall survey a bad 3Q2023 (16:48) for stock, bond and commodity returns, but a quarte…

Portfolio Manager Jeff Mayberry and Quantitative Analyst Eric Dhall review broad losses in stocks (0:59), bonds (2:23) and commodities (4:20) for the Sept. 18-22 market week. Then after checking the …

DoubleLine Portfolio Managers Jeffery Mayberry and Samuel Lau kick off the episode with a nod to the 15th anniversary of Lehmann Brothers’ bankruptcy filing (Sept. 15, 2008) before running down the m…

For the week ended Sept. 8, DoubleLine Portfolio Managers Jeff Mayberry and Samuel Lau start with a review of the markets for stocks (0:56), fixed income (3:27) and commodities (4:54), all of which p…

After touring the equities (1:12), fixed income (4:08) and commodities (6:28) markets for Aug. 28- Sept. 1, DoubleLine Portfolio Manager Samuel Lau and Quantitative Analyst Eric Dhall cover the week’…