Posted: Wednesday, March 21st, 2018

The U.S. economy appears to be in the later innings of the economic cycle. Typically, at this advanced stage of the cycle, inflation pressures tend to rise as commodities and wage prices increase. We see a number of leading inflation … Read More

Posted: Thursday, October 19th, 2017

The Federal Reserve (the “Fed”) announced on Wednesday, September 20th that they will begin unwinding their balance sheet. The experimental tapering will be gradual and calculated to avoid dramatic reactions by the market similar to the taper tantrum. The first … Read More

Posted: Monday, August 28th, 2017

Posted: Wednesday, August 23rd, 2017

This piece is a supplement to “The Future of the Fed’s Balance Sheet” which we published on April 25, 2017 and can be found at

We believe the points brought up in the April 25th piece are still in place. … Read More

Posted: Monday, August 7th, 2017

At DoubleLine, we have continued to increase our infrastructure debt exposure over the past several months. We believe the sector provides an interesting investment opportunity in today’s market environment. Jeffrey Gundlach, our Chief Investment Officer and Chief Executive Officer, has … Read More

Posted: Monday, May 22nd, 2017

The appeal of strong performance numbers can be deceiving to investors and difficult to see past. At DoubleLine, we emphasize that all performance measures are trailing and recommend that investors be cautious of chasing performance. In addition, the Financial Industry … Read More

Posted: Friday, April 28th, 2017

The Federal Reserve (“Fed”) raised the prospect of reducing their balance sheet positions in both U.S. Treasury (UST) and Mortgage-Backed Securities (MBS) a few weeks ago. This is not the first time the Fed has mentioned reducing its balance sheet … Read More

Posted: Thursday, April 27th, 2017

Posted: Saturday, March 4th, 2017

Rising Rates – CAPE Paper

Posted: Thursday, February 2nd, 2017



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