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 … 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
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
