Jeffrey Gundlach’s DoubleLine Total Return Bond Fund webcast titled, “Timing & Strategy.”

Jeffrey Gundlach

Government Bonds With Negative Yields Near $8T

July 31, 2014 to May 26, 2016

Jeffrey Gundlach

Negative Rates Governed By Central Banks

January 1, 2012 to March 31, 2016

Jeffrey Gundlach

Source: FactSet, Oxford Economic, GDP share measured in nominal U.S. Dollars

As of March 31, 2016

GDP = Gross Domestic Product is the amount of goods and services produced within a given country/territory.

Negative Growth Revision Patterns Are Too Familiar

Jeffrey Gundlach

As of March 31, 2016 and projected through 2017

GDP = The amount of goods and services produced within a given country or territory. G7 = The world’s most powerful industrialized countries: US, Japan, Germany, UK, France, Italy and Canada. EU also represented.

World Growth Forecasts (GDP)

As of June 6, 2016 Projected 2016

Jeffrey Gundlach

Source: Bloomberg

GDP = Gross Domestic Product is the monetary value for all the finished goods and services produced within a given country.

ECB Monetary Policy Announcements & USD /EUR Performance

(3 months Leading Up to and 3 months Proceeding Central Bank Announcements)

Jeffrey Gundlach

Source: Bloomberg; DoubleLine as of date indicated in chart through May 31, 2016.

USDEUR = US Dollar vs. Euro exchange rate, ECB = European Central Bank, representing: Austria, Belgium, Czech Republic, Denmark, Finland, France, Germany, Greece, Ireland, Italy, Luxembourg, the Netherlands, Norway, Portugal, Spain, Sweden, Switzerland and the United Kingdom. $EUR – ECB QE = Euro spot price in U.S. dollars minus European central Bank quantitative easing. You cannot invest directly in an index.

Bank of Japan Monetary Policy Announcements & USD/JPY Performance

(3 months Leading Up to and 3 months Proceeding Central Bank Announcements)

Jeffrey Gundlach

Source: Bloomberg; DoubleLine as of date indicated in chart through May 31, 2016.

USDJPY = Japanese yen quoted in U.S. dollar terms. Japanese yen spot price in U.S. dollars minus Bank of Japan’s quantitative and qualitative easing 1 program. $JPY – BOJ QQE2 = Japanese yen spot price in U.S. dollars minus Bank of Japan’s quantitative and qualitative easing 2 program. $JPY – BOJ Neg Rates= Japanese yen spot price in U.S. dollars minus Bank of Japan’s negative interest rates. You cannot invest directly in an index.

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