DoubleLine is an investment management firm and investment adviser. @DLineFunds https://teapawt.net/t.co/s3F7La0AA3
Los Angeles
Joined March 2011
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Stephen Dopp welcomes Empower’s Joe Smolen to The Glide Path for a look at recordkeeper consolidation, fintech competition and the trends shaping retirement, from private assets to pooled employer plans.
Subscribe on @Spotify @ApplePodcasts @amazonmusic
youtube.com/watch?v=nOsYndfI…
The final release for September showed headline durable goods orders +1.9%MoM. Excluding the volatile transportation segment, orders rose 0.5%MoM. Core capital goods orders (nondefense capital goods orders excluding aircraft) rose 0.6% over the month. Core shipments jumped 1.2%. The level of orders remains well above the level of shipments, signaling a better picture for investment growth in the coming quarter.
The headline JOLTS job openings data for September came in stronger than expectations and the underlying details were constructive.
Job openings 7.52m vs. 7.16m consensus and 7.19m the previous month (revised up from 7.08m). Job openings rate rose 0.2% to 4.5%.
The hiring rate rose 0.1% to 3.4%, but well below the 2017-2019 average of 3.8%. The layoff rate declined 0.1% to 1.0% and the quits rate rose 0.2% to 2.1%. The labor market continues to exhibit a “low hire low fire” dynamic.
DoubleLine Capital retweeted
DoubleLine Deputy CIO Jeffrey Sherman on hyperscaler debt issuance, how the credit market is absorbing it and why triple C stress hasn’t spread to the rest of high yield.
If Oct. marked the peak in Treasury yields, the timing coincides with what history identifies as municipal CEFs' most favorable seasonal window, where even modest bond price recovery can be amplified when discounts to NAV narrow as tax-driven selling subsides.
linkedin.com/pulse/taxing-ti…
DoubleLine Capital retweeted
DoubleLine Deputy CIO Jeffrey Sherman joins @BloombergTV's Real Yield to discuss the Treasury bounce, fiscal fears, midterm gridlock and fading foreign demand for Treasuries.
Minutes’ Eric & Ryan dive into the details of a robust advance Q3 GDP estimate on the latest episode.
👉podcasts.apple.com/us/podcas…
Minutes’ Eric & Ryan take a look at the September PCE print and what the sticky numbers mean for the Fed’s favorite inflation metric.
🎙️podcasts.apple.com/us/podcas…
Minutes’ Eric & Ryan recap the FOMC meeting and how the markets are doing the Fed’s work for it under the leadership of a new breed of Fed chairman.
youtube.com/watch?v=ZuGC3zCr…
DoubleLine’s Eric Dhall and Ryan Kimmel review a heck of a week in markets (Oct. 26-30) on the new Minutes, with broad stock dispersion and a positive run for fixed income.
👇🎙️
podcasts.apple.com/us/podcas…
DoubleLine Capital retweeted
DoubleLine’s Bill Campbell joins @BloombergTV to discuss AI credit risk, the case for higher quality credit and the belly of the curve and where we still see value in emerging market local debt.
youtube.com/watch?v=OoJBjnkp…
DoubleLine Capital retweeted
France now pays more to borrow than its own banks do, which is deeply unusual because governments are normally seen as safer. With debt near 120% of GDP and interest costs set to double by 2030, the bond market is sending a stark warning about French finances.
linkedin.com/pulse/french-in…
DoubleLine Deputy CIO Jeffrey Sherman on hyperscaler debt issuance, how the credit market is absorbing it and why triple C stress hasn’t spread to the rest of high yield.
DoubleLine Deputy CIO Jeffrey Sherman joins @BloombergTV's Real Yield to discuss the Treasury bounce, fiscal fears, midterm gridlock and fading foreign demand for Treasuries.
DoubleLine Capital retweeted
Stephen Dopp welcomes Empower’s Joe Smolen to The Glide Path for a look at recordkeeper consolidation, fintech competition and the trends shaping retirement, from private assets to pooled employer plans.
Subscribe on @Spotify @ApplePodcasts @amazonmusic
youtube.com/watch?v=nOsYndfI…
Mayberry and Kimbrough go through the latest S&P Global U.S. PMI numbers: a very strong report with very strong inflation.
🎙️👉podcasts.apple.com/us/podcas…
DoubleLine’s Jeff Mayberry and Mark Kimbrough discuss a volatile week for the markets, including what could prove a tech stock mini-run, on the latest Minutes. 🎙️👇
open.spotify.com/episode/5Ac…
Financial Services Review discusses DoubleLine Capital’s pursuit of opportunities amid “a secular transition into a world of higher interest rates, higher risk premia on G-7 sovereign debt and a break from 40 years of disinflation.”
doubleline.com/wp-content/up…
The BEA's July PCE revision wasn't new disinflation; it was a methodological reclassification that left consumer prices unchanged while cutting reported core inflation by 36bps, the largest such adjustment in recent history.
linkedin.com/pulse/recalcula…
