DoubleLine Minutes
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Ultimo episodio
Equities Tricky, Fixed Income Treats During Busy Fed Week (E283)
Equities Tricky, Fixed Income Treats During Busy Fed Week (E283)
Informazioni su questo podcast
DoubleLine Cross Asset Strategists & Portfolio Managers, host a series of podcasts recapping the previous week’s market updates.
Episodi
I 20 episodi più recenti su 100
- Equities Tricky, Fixed Income Treats During Busy Fed Week (E283) · 32 min · Episodio 283DoubleLine Portfolio Manager Eric Dhall and Allocation Strategist Ryan Kimmel recap a heck of a week in markets (Oct. 26-30), as concerns over earnings and AI buildout…
- Fairly Choppy Markets, Light Macro Heading Into Fed Day (E282) · 20 min · Episodio 282DoubleLine Portfolio Manager Jeff Mayberry and Analyst Mark Kimbrough discuss the market week ended Oct. 23, including what could end up being a mini-run for tech stocks and a…
- Equity Broadening, Bull-Flattening and a One-Trick Pony (E281) · 26 min · Episodio 281Portfolio Manager Eric Dhall and Allocation Strategist Ryan Kimmel survey improved stock breadth even as tech led the S&P 500 lower (1:06) the week ended Oct. 16. Bonds (5:11)…
- A Fête Sans Tech (E280) · 23 min · Episodio 280Even without tech to liven up the party, stocks staged a broad rally on the S&P 500 (0:42) for the week ended Oct. 9, DoubleLine Portfolio Manager Eric Dhall and Analyst Mark…
- Rates, Energy Tax Stocks, Bonds (E279) · 29 min · Episodio 279DoubleLine Portfolio Manager Jeff Mayberry and Asset Allocation Strategist Ryan Kimmel review the month of September in markets and the week’s macro news. The S&P 500 (1:01) gave…
- Strong Growth, Inflation = Fed on Hook for Hikes (E278) · 27 min · Episodio 278Hot purchasing manager reports raising growth and inflation expectations the week ended Sept. 25 explain, per DoubleLine’s Eric Dhall and Mark Kimbrough, a narrow tech-driven…
- Flattish Markets and Highly Hawkish Hike (E277) · 24 min · Episodio 277DoubleLine Analyst Mark Kimbrough and Asset Allocation Strategist Ryan Kimmel recap the market week ended Sept. 18, including the modest extension of a downturn in stocks.
- Mixed Markets, Fed Feels Hike Heat (E276) · 21 min · Episodio 276DoubleLine Portfolio Manager Jeff Mayberry and Analyst Mark Kimbrough review a holiday-shortened week (Sept. 8-11)
- Pending Prices, Markets Pay Payrolls a Pittance (E275) · 25 min · Episodio 275Portfolio Manager Jeff Mayberry and Asset Allocation Strategist Ryan Kimmel on Sept. 4 survey a week ended with a flat S&P 500 (0.42) and, despite a slight rise in yields, a flat…
- Mixed Stocks, Flatter Curve, Rehabbed Warsh (E274) · 20 min · Episodio 274Fed Chairman Kevin Warsh burnished his tainted inflation-fighting reputation at Jackson Hole, Friday, ending an Aug. 24-28 week, note DoubleLine’s Jeff Mayberry and Mark…
- Mister Treasury Meets Mister Market (E273) · 21 min · Episodio 273For the week ended Aug. 21, DoubleLine Portfolio Manager Eric Dhall and Analyst Mark Kimbrough examine weaker tech stocks, Treasury intervention and rising term premia amid the…
- Benign Inflation, Malign Obligation (E272) · 23 min · Episodio 272DoubleLine Portfolio Manager Jeff Mayberry and Asset Allocation Strategist Ryan Kimmel Aug. 14 review improving stock-market breadth (0: 43) underneath a flat S&P 500.
- Earnings Stimulate Stocks, Relief Buoys Bonds (E271) · 24 min · Episodio 271DoubleLine Portfolio Manager Eric Dhall and Asset Allocation Strategist Ryan Kimmel survey markets Aug. 7, noting an earnings-driven rally in equities (0:44) apart from energy…
- Stocks Disperse and Curve Steepens as Warsh Tap-Dances (E270) · 33 min · Episodio 270Beneath a slight gain for July 27-31 in broad indexes (00:37), stock market leadership continues to churn, note DoubleLine Portfolio Manager Eric Dhall and Allocation Strategist…
- A Lot of Red Amid AI Skepticism and the Costs of War (E269) · 17 min · Episodio 269For the week ended July 24, Eric Dhall and Mark Kimbrough discuss a red week for stocks and bonds, with the S&P 500 and rates selling off while commodities gained on energy shock…
- Tale of Two Cities: Semiconductor Selloff, Hormuz Hostilities (E268) · 22 min · Episodio 268For the week ended July 17, DoubleLine’s Eric Dhall and Ryan Kimmel highlighted a rotation in market leadership away from technology as broader equity gains, strong bank earnings…
- 2Q2026: Banquet for Tech, Flat Belly for Bonds (E267) · 30 min · Episodio 267DoubleLine Portfolio Manager Eric Dhall and Analyst Mark Kimbrough review the second quarter with stocks led by a 43%+ gain in tech, high-grade bonds grinding out the carry…
- Warsh’s Way: More Front-End Vol, Less “Jump Risk” (E266) · 27 min · Episodio 266DoubleLine Portfolio Manager Jeff Mayberry and Macro Asset Allocation Strategist Ryan Kimmel review the market week ended June 26. Trading was marked by new leadership from…
- Monster SpaceX IPO, Hot Inflation Prints and New Fed Chair With New Ideas (E265) · 23 min · Episodio 265DoubleLine’s Eric Dhall and Ryan Kimmel run down the June 8-12 market week, which marked the arrival of the historic SpaceX IPO – an impressive debut for a company with no…
- Good News for Labor Proves Bad for Stocks (E264) · 24 min · Episodio 264DoubleLine’s Jeff Mayberry and Mark Kimbrough survey a June 1-5 market week ending with a selloff in stocks (1:28) led lower by the high-flying tech, consumer discretionary and…
