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Media & Communications

DoubleLine Capital Round Table Prime 2024

January 19, 2024

Coming together for Round Table Prime are DoubleLine CEO Jeffrey Gundlach and moderator DoubleLine Deputy Chief Investment Officer Jeffrey Sherman with their guests James Bianco, President and Macro Strategist at Bianco Research; Danielle DiMartino Booth, CEO of Quill Intelligence; Charles Payne, author and Fox Business Anchor; and David Rosenberg, President of economic consulting firm Rosenberg Research & Associates. Round Table Prime was held Jan. 11, 2024.

Newsclips

Quick Comments/What We’re Reading

January 19, 2024

Today's topics include regulators prepare banks to tap Fed's discount window, interpreting a steeper yield curve, active vs. passive funds, over half of low-income Americans are 'rent-burdened', El-Erian sees first rate cuts in summer, consumer sentiment is improving, options strategies in a higher rate environment, and updating global shipping concerns

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Cartoons

January 19, 2024

Newsclips

Quick Comments/What We’re Reading

January 18, 2024

Today's topics include cash on the sidelines, warnings on rate cut expectations, consumer spending, the relationship between rates & stocks, an eye on hiring trends, investors remain doubtful of official Chinese data, and currency interventions

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Cartoons

January 18, 2024

Media & Communications

Jim Bianco joins Fox Business to discuss Interest Rates, Geopolitical Conflicts & Economic Data

January 17, 2024

Jim Bianco joins Fox Business to discuss Soft Landings vs No Landing, Interest Rates, the Impact of Geopolitical Conflicts on Markets & Rethinking Economic Data with Charles Payne.

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Newsclips

Quick Comments/What We’re Reading

January 17, 2024

Today's topics include sizing & timing the rate cuts, the markets vs. the Fed, don't declare victory against inflation just yet, the case for yields to remain high, Dudley on QT, liquidity concerns, commercial loan delinquencies, and an update on the Bitcoin ETFs

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Cartoons

January 17, 2024

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Conference Calls

Will Inflation And Liquidity Prove Sticky?

January 16, 2024

A replay of our January 18, 2024 conference call.

Newsclips

Q4 Earnings Update: Declining Expectations

January 16, 2024

Q4 2023 earnings season started last week. Earnings expectations are still positive but have declined significantly in recent weeks.

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Newsclips

Quick Comments/What We’re Reading

January 16, 2024

Today's topics include the beginning of the end for QT, updating rate cut expectations in the U.S. & Europe, rate cuts & earnings, the rising correlation between stock & bond returns, monitoring whales for market advantages, an eye on fiscal policy, putting some costs on shipping problems, the effects of demographics, where's the recession?, and vacant office buildings

Newsclips

Cartoons

January 16, 2024