MMM Episode 137: Fed Conundrums, Negative Spreads and Broken Clocks
- Author
- DoubleLine
- Published
- Fri 13 Oct 2023
- Episode Link
- https://dline-minutes.podbean.com/e/mmm-episode-137-fed-conundrums-negative-spreads-and-broken-clocks/
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 news (6:42), including somewhat Fed-friendly inflation prints. Based on Fed Funds ... Read More
