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DoubleLine Podcasts

MMM Episode 79: A Red Reversal From Last Week

Before diving into the market week of Aug. 15-19, DoubleLine’s Samuel Lau and Jeff Mayberry pause in TV Land to bid farewell to “Better Call Saul” and welcome the return of the Targaryens in “House of the Dragon.” Broad indexes were down on the week (2:20), with consumer staples providing some green in the S&P 500 Index, and natural gas (6:49) continuing to bring heat to the Bloomberg Commodity Index despite its historic volatility. Sam and Jeff then discuss whether this week’s performance represents a response to a change to the dovish narrative that initially followed the last FOMC meeting (9:49). Over in Macro Land (10:47), they review retail sales numbers, Fed meeting minutes, jobless numbers and LEI data. Heading into the Fed’s meeting next week in Jackson Hole, Sam and Jeff talk about recent comments from Fed officials on future rate hikes and how statements made by Fed Chair Jerome H. Powell at last year’s meeting panned out (14:20).

Next week will bring PMI numbers, a second quarter GDP update, a PCE print and Chair Powell’s Jackson Hole speech (17:02).

The views and opinions expressed herein are as of the date recorded and should not be construed as an offer to buy or sell any securities. Such views/opinions may differ from those of DoubleLine Capital or other of its affiliates and are subject to change without notice. DoubleLine has no obligation to provide any updates or changes. The following audio presentations represent DoubleLine’s intellectual property. No portion of these presentations may be published, reproduced, transmitted or rebroadcast in any media in any form without the express written permission of DoubleLine. DoubleLine has no obligation to provide any updates or changes. To receive permission from DoubleLine please contact [email protected].

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DoubleLine is not providing any financial, economic, legal, accounting or tax advice in these podcasts. The receipt of these podcasts by any listener is not to be taken as constituting the giving of investment advice by any DoubleLine entity or individual to that listener, nor to constitute such person a client of any DoubleLine entity. The portfolio risk management process includes an effort to monitor and manage risk, but does not imply low risk.

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