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DoubleLine Podcasts

MMM Episode 23: July 5-9 Recap, Question of the Week and Outlook

DoubleLine’s Jeff Mayberry and Samuel Lau in their review of the July 5-9 market activity take note of parallel performance by the stock market’s bond proxies, real estate and utilities stocks, with U.S. Treasuries, including the yield on Long Bond back below the “magical 2% number.” The week’s macro releases contained few surprises. The release of minutes of the Federal Open Market Committee turned out to be “a nothing burger.” For the Question of the Week, Jeff delves into the logic and usefulness of studying monetary velocity as an indicator of the economy in general and of inflation in particular. For the week of July 12-16, Jeff and Sam will have their eyes open for consumer and producer price index prints for June, jobless claims and retail sales. This edition of Monday Morning Minutes was recorded after market close July 9, 2021.

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