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DoubleLine Podcasts

S5 E4 Peter Cecchini, Global Chief Market Strategist – Cantor Fitzgerald, The Sherman Show

In his return to The Sherman Show, Peter Cecchini, global chief market strategist at Cantor Fitzgerald, discusses the unfolding intersection of the end of the secular decline in interest rates and the next recession. Mr. Cecchini, DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and portfolio manager Sam Lau also delve into the dilemma confronting the Federal Reserve and the European Central Bank: the difficulty of raising rates and reducing balance sheets before economic slowing turns into economic contraction. (Cecchini was one of the few last year to predict the Fed would put its rate-hiking plans on hold.) Cecchini regards the recent surge in stocks as a bear market rally. He expects the dollar and interest rates to “push and pull against each other,” resulting in both staying range-bound in 2019. The Sherman Show discussion also popularizes an insider’s term for an especially violent episode of market volatility: the notorious “face-ripper-offer.”

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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 info@doubleline.com.

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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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