Monday Morning Minutes

Monday Morning Minutes


Latest Episodes

MMM Episode 119: Looking Ahead to the CPI and FOMC
June 09, 2023

DoubleLine Portfolio Managers Jeff Mayberry and Samuel Lau cover the June 5-9 results for stocks, including a rebound for regional banks (2:41); fixed income (4:11), a bit of pressure on duration, gai

MMM Episode 118: Kicking the Can Down the Road as Summer Arrives
June 02, 2023

DoubleLine’s Jeffrey Mayberry and Eric Dhall welcome the arrival of graduation time and the start of MMM’s summer stretch before recapping the Memorial Day holiday-shortened market week of May 30-June

MMM Episode 117: The Debt Limit Viewed through a T-bill Lens
May 26, 2023

DoubleLine Portfolio Manager Jeff Mayberry and Quantitative Analyst Eric Dhall review the performance of stocks (2:23), bonds (4:47) and commodities (6:39) for May to date; a complicated mix of macro

MMM Episode 116: Checking In on Super-Regional Bank Deposits and a Mixed Market Week
May 19, 2023

After a recapping the mixed market week of May 15-19, DoubleLine’s Jeffrey Mayberry and Eric Dhall take on a Topic of the Week that looks at the in-the-headlines banking industry (13:04). Jeff begins

MMM Episode 115: What Senior Loan Officers Really Think and a Red-Week Rundown
May 12, 2023

After a red-week rundown, DoubleLine’s Samuel Lau and Eric Dhall turn the Topic of the Week spotlight on the Senior Loan Officer Opinion Survey (SLOOS) (13:22), another economic metric enjoying a high

MMM Episode 114: Sam and Eric Ponder Powell’s Parsing and Positioning on Fed Day
May 05, 2023

After reviewing the May 1-5 performances of stocks (2:38), fixed income (3:50), commodities (5:41) and the week’s macro news, DoubleLine’s Samuel Lau and Eric Dhall take a dive (13:51) into the May 3

MMM Episode 113: 0DTE Stock Options, a Daily VIX and a Mostly Green Month
April 28, 2023

After reviewing a mostly green market week (and month and year-to-date) of April 24-28, DoubleLine’s Jeffrey Mayberry and Samuel Lau take a look at what a difference a day makes with their Topics of t

MMM Episode 112: Red Week, Recession Metrics and the Overnight Reverse Repo Facility
April 21, 2023

After reviewing a mostly down market week of April 17-21, except for bank loans, DoubleLine Portfolio Managers Jeffrey Mayberry and Samuel Lau take a look at the Federal Reserve’s Overnight Reverse Re

MMM Episode 111: Analyzing Jobless Claims and Fedspeak
April 14, 2023

Portfolio Managers Jeff Mayberry and Samuel Lau with guest and DoubleLine Macro Asset Allocation Analyst Mark Kimbrough start with a review for week ended April 14 of stocks (including a look at banks

MMM Episode 110: A Bonds 101 Primer on Interest Rate Risk
April 06, 2023

After reviewing equities (3:03), fixed income (3:44), commodities (6:50) and macro news (11:25) for the abbreviated market week ended April 6, Jeff Mayberry and Samuel Lau discuss the basics of intere