Monday Morning Minutes
Latest Episodes
MMM Episode 129: Negative Week for Stocks, Bonds and Commodities amid Higher Rates
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
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
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
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
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
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
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
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
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
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