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171 afleveringen
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Monday Morning Minutes DoubleLine
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- Zaken en persoonlijke financiën
Doubleline’s portfolio managers Jeff Mayberry and Sam Lau host a weekly market update podcast
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Mixed-Bag Market Week; Homing In on One Fed Cut in 2024 (E171)
DoubleLine Portfolio Managers Jeffrey Mayberry and Samuel Lau cover the markets and macro news for the week of June 17-21, with markets closed Wednesday for the Juneteenth federal holiday. The S&P 500 Index was up on the week, boosted by ... Read More
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The Fed Has the Same Data as Everybody Else (E170)
DoubleLine Portfolio Managers Jeffrey Mayberry and Sam Lau cover the markets and macro news for the week of June 10-14, impacted as they were by the Topic of the Week: the June Federal Open Market Committee meeting and press conference ... Read More
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Awaiting a Wobbly Wednesday (E169)
DoubleLine Portfolio Manager Jeff Mayberry and Macro Asset Allocation Analyst Mark Kimbrough cover the June 3-7 market week for stocks (0:31), on the way warning about naïve extrapolations of stock-split returns; bonds (2:42); and commodities (4:15), with energy diverging from ... Read More
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Market and Macro Roundup for May 28-31 (E168)
DoubleLine Capital Portfolio Managers Jeff Mayberry and Samuel Lau review markets for the week ended May 31, including a rare case of utilities as the leading equities sector year-to-date (1:00), fixed income (7:32) and commodities (9:36). Then they turn to ... Read More
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Mixed Markets, Befuddled Fed, Falling Rate-Cut Odds (E167)
DoubleLine Portfolio Manager Samuel Lau and Quantitative Eric Dhall review a mixed showing the week ended May 24, 2024, for stocks (1:09), bonds (4:04) and commodities (5:47). Turning to macro news (6:57), they note May 1 FOMC minutes show befuddlement ... Read More
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CPI Feeds a Green Trifecta (E166)
DoubleLine Portfolio Manager Jeffrey Mayberry and Quant Analyst Eric Dhall recap a green trifecta for equities, fixed income and commodities for the week of May 13-17, powered by the CPI report, the main macro story. The CPI print was loved ... Read More