Monday Morning Minutes podcast
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Monday Morning Minutes
Sam Lau and Jeff Mayberry, both DoubleLine Fixed Income Asset Allocation Strategists & Portfolio Managers, host a series of podcasts recapping the previous week’s market updates.
June 2021
DoubleLine’s Jeff Mayberry and Samuel Lau welcome the first day of summer (June 21) to the Northern Hemisphere with a look back at a mostly red June 14-18 market week. What began as a quiet week was derailed by market … Read More
DoubleLine’s Jeff Mayberry and Samuel Lau get ready for Flag Day (June 14) with a rundown of the June 7-11 market week in which a strong CPI print was delivered, and the S&P 500 continued to climb. A dip in … Read More
DoubleLine’s Jeff Mayberry and Samuel Lau ignore L.A.’s June gloom to review the short, positive market week of June 1-4 that was busy on the macro front and might have set a record for the mention of records. Sam’s take … Read More
5/2021
After a review of month- and year-to-date bond, stock and commodity returns through May 28, Jeff Mayberry and Samuel Lau turn to the Question of the Week: how they form their outlooks for future bond and stock returns over … Read More
DoubleLine’s Jeff Mayberry and Samuel Lau re-emerge from their cocoons to open the spigots on taper talk, discussing the Federal Open Market Committee’s recent meeting minutes and the use of the euphemism “adjusting the pace of asset purchases.” They also … Read More
DoubleLine’s Jeff Mayberry and Samuel Lau spend the last Friday before Tax Day (Lau: “Pay your fair share”) discussing ways to approach equity risk premia dynamics, which are used to value the equity market. With help from the firm’s equity … Read More
DoubleLine’s Jeff Mayberry and Samuel Lau parse the week’s macro and market activity, including the price of copper marking an all-time high, value stocks tacking on another week of outperformance versus growth and Friday’s spike in 10-year Treasury volatility on … Read More
4/2021
DoubleLine’s Jeff Mayberry and Samuel Lau cover how shelter is tracked as a service for homeowners via the use of the owner’s equivalent rent (OER) component of the Consumer Price Index (CPI) and the imputed rental value component of the … Read More
In this installment of Monday Morning Minutes, DoubleLine portfolio managers Jeff Mayberry and Samuel Lau discuss the April 19-23 market week, including quiet U.S. bond and stock markets and strong price moves in commodities, led by corn and Kansas wheat. … Read More
DoubleLine’s Jeff Mayberry and Samuel Lau share some straight talk on reading the real and nominal yield curves, and look at what market signs might foretell the Federal Reserve hiking interest rates. Plus, the duo reviews the quiet April 12-16 … Read More
This Minutes episode offers a library list about liars, operators, turtles and gods. After recapping the quiet April 5-9 week in the commodity, equities and fixed income markets, Jeff Mayberry and Sam Lau, answering the Question of the Week, provide … Read More
3/2021
Monday Morning Minutes: Market Recap for the week ending April 1, 2021
U-3? U-6? How do the unemployment and job numbers work? DoubleLine’s Jeff Mayberry and Samuel Lau discuss how to make sense of the labor force data during the pandemic. … Read More
Monday Morning Minutes: Market Recap for the week ending March 26, 2021
What are the implications for banks and money markets with the Fed’s elimination of the exemption to the supplementary leverage ratio (SLR)?
Monday Morning Minutes: Market Recap for the week ending March 19, 2021
What is LIBOR and why is it important?
Monday Morning Minutes: Market Recap for the week ending March 12, 2021
What are markets and metrics are telling us about inflation?
Monday Morning Minutes: Market Recap for the week ending March 5, 2021
What is a Commodity Super Cycle, and are we in one?
February 2021
Monday Morning Minutes: Market Recap for the week ending February 26, 2021
What’s the state of the U.S. housing market?
Monday Morning Minutes: Market Recap for the week ending February 19, 2021
What would it mean for economic indicators if bitcoin has replaced gold as the safe-haven asset?
Monday Morning Minutes: Market Recap for the week ending February 12, 2021
Monday Morning Minutes: Market Recap for the week ending February 5, 2021
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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