DoubleLine Minutes

DoubleLine Cross Asset Strategists & Portfolio Managers, host a series of podcasts recapping the previous week’s market updates.

DoubleLine Minutes is a business podcast hosted by DoubleLine, with 100 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

DoubleLine hosts DoubleLine Minutes, a business show with 100 episodes published.

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  Episode #274

  Mixed Stocks, Flatter Curve, Rehabbed Warsh (E274)

  Aug 28, 202620 min

  Fed 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 Kimbrough, characterized by a positive S&P 500 (0:59) but with most sectors in the red. On the back of Warsh’s Jackson Hole speech, they note the yield curve flattened (3:29) and fed funds futures repriced the odds of a rate hike on Sept. 16 to 60% from 35%. Among the week’s macro prints (9:10), Mark Kimbrough notes Personal Income in July rose 0.4%. “0.4% is usually the bogey I’m looking for on a monthly basis; that annualizes to 4.9%. In a world of 2% inflation, that looks good. But we’re living in a world of elevated inflation.” Looking ahead to Aug. 31-Sept. 4, Jeff and Mark will be especially on watch for labor stats on Friday, including August nonfarm payrolls.

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  Episode #273

  Mister Treasury Meets Mister Market (E273)

  Aug 21, 202621 min

  After surveying a softening S&P 500 on weaker tech (0:26) for the week ended Aug. 21, DoubleLine Portfolio Manager Eric Dhall and Analyst Mark Kimbrough scrutinize bond pricing (1:53) that appeared less than impressed with Treasury Secretary Scott Besssent’s interventionism. Treasury’s limited buying at the long end, Eric Dhall remarks, stirred up volatility at that long end of the curve; nonetheless, term premia on government debt ended the week higher from shorter to longer tenors. That market verdict, coinciding with the national debt topping $40 trillion, he notes, left some investors spooked. Commodities (4:57) rose, led by energy, while gold and bitcoin rallied and the dollar weakened, moves which Eric attributes to the federal debt news and the worrisome Treasury intervention. Scrutinizing the week’s macro tea leaves (7:36), Mark Kimbrough sifts out an unusually strong “select-tech” contribution to industrial production, a positive but still-to-be-confirmed gain in services and manufacturing hiring, and signs in the FOMC minutes that members are continuing to “sit on their hands” with respect to the federal funds target rate. For Aug. 24-28, Eric and Mark will be especially on the lookout for PCE and personal income prints on Wednesday and whether Fed Chairman Kevin Warsh serves up something concrete or “gibberish” at his Jackson Hole speech scheduled 10 am ET Friday.

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  Episode #272

  Benign Inflation, Malign Obligation (E272)

  Aug 14, 202623 min

  DoubleLine 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. Higher risk premia priced into the long end of the Treasury curve (4:06) amid concerning acceleration of the U.S. deficit (6:47) and benign news on the inflation front (9:52). They also observe YTD returns making the case for diversification benefit of commodities (8:30). In the absence of fist-tier economic data for Aug. 17-21, Jeff and Ryan expect a week of August doldrums, barring an outbreak from never-absent headline risk.

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  Episode #271

  Earnings Stimulate Stocks, Relief Buoys Bonds (E271)

  Aug 7, 202624 min

  DoubleLine 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, real estate and consumer staples. Positive returns posted across investment and below-investment grade fixed income (3:31) on easing rate worries. Currency markets (6:41) witnessed coordinated U.S.-Japan intervention to stave off yen weakness. The action was aided by a weak dollar. On the macro front (9:21), softer-than-expected July payrolls led the week’s news. Ryan also took note of a flagging labor participation rate. Looking ahead to Aug. 10-14, Eric and Ryan will be focused on the July CPI and PPI prints, particularly Core CPI, with any print above the lower end of expectations likely to add pressure on the Federal Reserve to raise official short-term interest rates.

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  Episode #270

  Stocks Disperse and Curve Steepens as Warsh Tap-Dances (E270)

  Jul 31, 202633 min

  Beneath 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 Ryan Kimmel. In fixed income (6:58), a bearish steepener took hold as markets perceived Fed Chairman Kevin Warsh striking a dovish stance. Fed funds futures adjusted to price in a two-thirds probability of a fed fund rate hike at the Sept. 16 meeting of the Federal Open Market Committee. Warsh’s July 27 news conference (15:48) became the main event for the week’s market news. “He was channeling his inner Alan Greenspan, rest in peace, because he was saying a whole lot, but you couldn’t comprehend any narrative there other than he was tap-dancing around the reporters’ questions,” Eric Dhall comments. Notwithstanding the fancy footwork, Warsh let slip enough, including his discounting of core PCE as the Fed’s preferred inflation measure, Ryan Kimmel says, for the markets to detect a dovish posture.

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