After reviewing macro news and markets for the week ended March 4, Jeff Mayberry and Samuel Lau try to bring some clarity to the chaos reigning over ETFs, indexes and other instruments with direct exposure to Russia (15:14). The war … Read More
After running down market and macro news in the face of threatening moves by Russia toward Ukraine, Jeff Mayberry and Samuel Lau look at the sanction responses by the West after Russia’s invasion as their Topic of the Week (17:55). … Read More
After reviewing the week in markets and macro news, Jeff Mayberry and Samuel Lau take up the market-moving capacity of geopolitical events for their Topic of the Week (16:14). For part of their research, they reference a Deutsche Bank report … Read More
After their market and macro reviews for the Feb. 7-11 week, Jeff Mayberry and Samuel Lau for their Topic of the Week (17:30) take a look at flattening of the U.S. Treasury yield curve as a recessionary and economic indicator. … Read More
After their market and macro reviews for the Jan. 31-Feb. 4 week, Jeff Mayberry and Samuel Lau for their Topic of the Week (20:48) delve into the surprisingly wide divergence between the January jobs reports by the payroll processing giant … Read More
After a review of January market returns, co-hosts Jeffrey Sherman and Samuel Lau are joined by fellow DoubleLine portfolio manager Jeff Mayberry to discuss their outlooks for securities and ideas on asset allocation for 2022. Mr. Mayberry foresees a relatively … Read More
After reviewing a week that started scary for stocks (3:16) to finish up 80 basis points on the S&P 500 with a strong finish Friday and unpacking the heavy macro calendar for Jan. 24-28, Jeff Mayberry and Samuel Lau delve … Read More
After a review of the Jan. 18-21 market activity and macro news, DoubleLine’s Samuel Lau and Jeff Mayberry explain and explore how to trade volatility, particularly in light of their discussion in the last episode on the futures curve*, which … Read More
After a review of the Jan. 10-14 market activity and macro news, DoubleLine’s Samuel Lau and Jeff Mayberry explain and explore commodities futures for their Topic of the Week (15:46). In that discussion, they discuss the market participants (notably hedgers … Read More
After analyzing a “crazy week” Jan. 3-7 in the markets and covering the latest batch of macro readings, Jeff Mayberry and Samuel Lau dig into two indicators to gauge the future direction of the cost of labor and ultimately that … Read More
