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.
After reviewing market and macro news for the week of Sept. 13-17, co-hosts Jeff Mayberry and Samuel Lau take up the Question of Week to explain the phenomenon of stagflation, the dilemma of high inflation amid a weak economy that … Read More
After reviewing a red week for stocks, gold (almost -2%) and Bitcoin (almost -9%) and a flat week for bonds and commodities, Jeff Mayberry and Samuel Lau size up the impact on housing evictions and rents, as well as … Read More
After reviewing macro and markets for the week, Jeff Mayberry and Samuel Lau turn to MMM’s Question of the Week and delve into the workings of U.S. Treasury securities auctions (17:28). These connect the U.S. government with buyers of … Read More
DoubleLine’s Jeff Mayberry and Samuel Lau try to pin down when this brutal summer will actually end – they go with Sept. 22 – before jumping into their coverage of the Aug. 23-27 market week. Jeff and Sam note that … Read More
After reviewing macro and markets for the week, Jeff Mayberry and Samuel Lau take a close look at the Conference Board’s Leading Economic Index (LEI), a composite of 10 indicators used to anticipate turns in the economic cycle (13:07). … Read More
DoubleLine’s Jeff Mayberry and Samuel Lau kick off their review of the Aug. 9-13 market week with some sly commodity futures humor before running through the indexes and expressing their strong aversion to surveys. Materials and financials led the S&P … Read More
DoubleLine’s Jeff Mayberry and Samuel Lau in their review of the Aug. 2-6 market activity, spotlight higher equities led by financials with consumer staples the one sector ending the market week in the red (5:25). Higher interest rates, with the … Read More
DoubleLine’s Jeff Mayberry and Samuel Lau shrug off Jeff’s summer vacation sniffles to cover the July 26-30 market week, the last week in July (thanks, Myla!). The S&P 500 finished up for the month despite a lagging energy sector, which … Read More
DoubleLine’s Jeff Mayberry and Samuel Lau note the S&P’s rebound across the July 19-23 week after a very red Monday. Jeff points out the Rip Van Winkle dynamic of daily volatility balancing out Monday through Friday, resulting in little change … Read More
DoubleLine’s Jeff Mayberry and Samuel Lau in their review of the July 12-16 market activity observe that the S&P 500 finished down 1% for the week, with most of that decline arriving Friday. Small caps got crushed relative to everything. … Read More
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 … Read More
DoubleLine’s Jeff Mayberry and Samuel Lau take note of the strong showing in the second quarter for commodities and U.S. equities, with growth stocks massively outperforming their value counterparts. On the macro front, taking note of nonfarm payrolls and the … Read More
DoubleLine’s Jeff Mayberry and Samuel Lau cap off the first week of summer – and the last full week of the first half of the year – reviewing a week-over-week reversal for June 21 through 25 as most of the … Read More
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
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 the … 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, for the question of the week … 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
DoubleLine’s Jeff Mayberry and Samuel Lau cover in the question of the week 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 … 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 in the question of the week (starts at 14:26), and look at what market signs might foretell the Federal Reserve hiking interest … 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 (starts … Read More
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?
Monday Morning Minutes: Market Recap for the week ending February 12, 2021
DoubleLine’s Jeﬀ Mayberry and Samuel Lau review the week of Feb. 8-12, highlighting the link between Silver Thursday and Super Bowl Sunday (think Lamar Hunt), betting on Las Vegas … Read More
Monday Morning Minutes: Market Recap for the week ending February 5, 2021
DoubleLine’s Jeﬀ Mayberry and Samuel Lau kick oﬀ the inaugural episode of their new podcast on which they will cover surrounding market and macro moves as well as interesting … Read More
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