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…

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.

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…

The Pending Home Sales Index – a forward-looking indicator of home sales based on contract signings – declined 7.3%MoM in September to 66.0, an all-time low.

“Investors are thinking of putting money to work in lower-risk securities yielding 5%-6%,” says DoubleLine Portfolio Manager Eric Dhall, who sees “a connection between the Oct. 12-16 rally in fixed income and indigestion with the AI buildout.” youtube.com/watch?v=s8bWry7_…

DoubleLine Allocation Strategist Ryan Kimmel notes “even though the cap-weight S&P 500 is down on the week” ended Oct. 16 “the equal-weight index is providing diversification.” youtube.com/watch?v=s8bWry7_…

Answering the debate over the momentum in megacap tech and corresponding narrowness of stock market leadership, Dhall and Kimmel have authored a new paper on strategies to diversify investors’ equity allocations. 📰doubleline.com/wp-content/up… 🎙️👇podcasts.apple.com/us/podcas…

Notwithstanding tech dragging the tech-dominated S&P 500 lower, DoubleLine’s Eric Dhall and Ryan Kimmel note a healthy broadening in stock leadership for the week while bonds, abetted by a short-squeeze on rate-hike betters, eked out plus signs. podcasts.apple.com/us/podcas…

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…

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 joins CNBC after a hot CPI print to discuss the Fed, stress in AI financing and our focus on short duration credit and the belly of the curve. youtube.com/watch?v=6D5LkmX9…

The September producer price inflation data was hotter than expectations. Final demand +1.34%MoM vs. +0.6% consensus and +0.47% the previous month. Year-over-year accelerated to 6.34% vs. 5.4% consensus and 5.6% the previous month. Core PPI (ex-food, energy, trade) +0.49%MoM vs. 0.3% consensus and +0.26% the previous month. Year-over-year core PPI rose to 5.04% vs. 4.7% consensus.

The September CPI report was hotter than expectations and inflation was broad-based, with headline CPI +0.65%MoM vs. 0.6% consensus, and the year-over-year pace rose +0.3% to 3.7%YoY vs. 3.6% consensus. Core CPI was higher than expected, rising 0.33%MoM vs. +0.2% consensus;  year-over-year accelerated to 2.6%YoY vs. 2.5% consensus, and 2.4% the previous month. Core’s 3-month annualized pace at 3.41%, 6-month annualized pace at 2.85% Core services inflation accelerated to +0.37%MoM; +3.1%YoY; shelter a big driver rising to+0.39%MoM from 0.26% the previous month; airfares remained strong +1.16%MoM Core goods inflation ticked higher to +0.25%MoM in September; +0.7%YoY; used cars and trucks accelerated to +0.67%MoM.