DoubleLine Podcasts

MMM Episode 39: Candy Corn Conflict, Natural Gas vs. Crypto and Lessons on Student Loan ABS

DoubleLine’s Jeff Mayberry and Samuel Lau salute both Sunday’s arrival of Halloween and the more controversial recognition of National Candy Corn Day on Saturday before running the market numbers for the week of Oct. 25-29. The last week of October delivered another strong performance from the S&P 500 Index, contributing to a strong month. Energy was down for the week but finished the month strong. Jeff and Sam break down the U.S. Treasury yields for the week with a note on how the shorter part of the curve might react to Fed Chair Jerome H. Powell’s talk on taper next week. Their market discussion wraps with the year-to-date performance of the volatile assets Bitcoin, up 115%, and natural gas, up 120%. Over in Macro Land, Jeff and Sam take a look at home price appreciation, GDP and the supply chain issues contributing to empty shipping containers and barren car dealer parking lots (10:56). Looking to next week, they preview ISM manufacturing and service numbers but predict the focus will be on Powell’s taper talk at the FOMC meeting – and how he will field questions on interest rate hikes (31:25).

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