Monday Morning Minutes

Monday Morning Minutes


Latest Episodes

MMM Episode 129: Negative Week for Stocks, Bonds and Commodities amid Higher Rates
August 18, 2023

DoubleLine Portfolio Manager Jeff Mayberry and Quantitative Analyst Eric Dhall begin their review of the week ended Aug. 18 with a rough market for equities (1:18) All 11 sectors of the S&P 500 en

MMM Episode 128: Alternatives to the CPI
August 11, 2023

After reviewing stock (1:34), bond (4:01) and commodities (6:10) markets and macro news (10:13) for the Aug. 7-11 week, DoubleLine Portfolio Managers Jeff Mayberry and Samuel Lau take up the Topic of

MMM Episode 127: July Market Report Card
August 04, 2023

DoubleLine’s Eric Dhall and Mark Kimbrough run down market performance for July before diving into a recap for the week of July 31-Aug. 4. For the month, equities (00:54) delivered a pretty nice retur

MMM Episode 126: Fed Focused on Inflation Even at the Price of Labor Weakness
July 28, 2023

DoubleLine Portfolio Manager Samuel Lau first covers the week of July 24-28 in terms of stocks (1:40), fixed income (3:49) and commodities (6:52). Then Macro Asset Allocation Analyst Mark Kimbrough re

MMM Episode 125: Winter’s Optimism Returns Amid Summer’s Heatwave
July 21, 2023

DoubleLine’s Jeffrey Mayberry and Samuel Lau recap a very positive market week of July 17-21 as green screens throw some shade at the summer doldrums. Equities continued to roll, with all 11 sectors o

MMM Episode 124: Inflation Progress, But Potential Headwinds Ahead
July 14, 2023

DoubleLine Portfolio Manager Samuel Lau and Quantitative Analyst Eric Dhall tour market and macro news for the July 10-14 week, then look into the week ahead. The discussion begins with markets, inclu

MMM Episode 123: Vol in Bonds, Fed Funds Odds and a Janus-Faced Economy
July 07, 2023

DoubleLine Portfolio Managers Jeff Mayberry and Samuel Lau review market performance of the week ended July 7 for equities (2:27), fixed income (3:44) and commodities (8:42). Then they turn to the wee

MMM Episode 122: Midyear Market Review
June 30, 2023

DoubleLine’s Jeffrey Mayberry and Samuel Lau on the final day of June review the markets for the week of June 26-30 and also provide performance snapshots for the month, second quarter and year-to-dat

MMM Episode 121: Powell Talks More Hikes, Futures Don’t Think So
June 23, 2023

DoubleLine Portfolio Manager Jeff Mayberry and Quantitative Analyst Eric Dhall cover the June 19-23 week’s performance in equities (1:57), fixed income (3:19) and commodities (5:04), then digest beari

MMM Episode 120: The Fed ‘Skips’ and/or ‘Pauses’ Its Rate Hikes
June 16, 2023

After a rundown of the markets and macro news for June 12-16, DoubleLine’s Jeffrey Mayberry and Samuel Lau cover the June FOMC meeting and Federal Reserve Chair Jerome H. Powell’s press conference (15