{"id":2804,"date":"2025-12-10T22:01:46","date_gmt":"2025-12-10T22:01:46","guid":{"rendered":"https:\/\/www.finznest.com\/blog\/what-doublelines-jeffrey-gundlach-is-betting-on-after-the-fed-decision\/"},"modified":"2025-12-10T22:01:46","modified_gmt":"2025-12-10T22:01:46","slug":"what-doublelines-jeffrey-gundlach-is-betting-on-after-the-fed-decision","status":"publish","type":"post","link":"https:\/\/www.finznest.com\/blog\/what-doublelines-jeffrey-gundlach-is-betting-on-after-the-fed-decision\/","title":{"rendered":"What DoubleLine\u2019s Jeffrey Gundlach is betting on after the Fed decision"},"content":{"rendered":"<div>\n<div data-test=\"articleBody-2\" data-analytics=\"RegularArticle-articleBody-5-2\">\n<p><span hidden=\"\" aria-hidden=\"true\" class=\"ArticleBody-extraData\"><span hidden=\"\" aria-hidden=\"true\" class=\"ArticleBody-extraData\"><span hidden=\"\" aria-hidden=\"true\" class=\"xyz-data\">DoubleLine Capital CEO Jeffrey Gundlach said Wednesday he&#8217;s warming up to commodities, while doubling down on foreign investments amid dollar weakness. The widely followed investor said he recently shifted positive on broad commodities, pointing to a steady, largely overlooked rally in the asset class. &#8220;Commodities broadly have quietly started to rise,&#8221; Gundlach said. &#8220;For the first time in a long time, I turned positive on commodities broadly last week. So I think a commodity index makes some sense in here.&#8221; His comments came after the Federal Reserve on Wednesday lowered its key overnight borrowing rate by a quarter percentage point, putting it in a range between 3.5%-3.75%. It marked the central bank&#8217;s third rate cut this year. For gold specifically, Gundlach said it still deserves a place in portfolios. Gundlach, whose firm managed about $95 billion at the end of 2024, had recommended a 25% gold position in mid-September and then dialed back his allocation in late October. Gundlach&#8217;s renewed commodities call is tied to his expectation for a softer dollar. He said he believes President Donald Trump is likely to appoint a dovish Federal Reserve chair , who would favor lower interest rates. That outcome would steepen the yield curve and weigh on the greenback, he said. That could bolster the case for non-U.S. assets, particularly emerging-market fixed income, which he said has already been a strong performer this year. &#8220;You should be increasing investments in non-dollar assets,&#8221; Gundlach said. &#8220;I think this is early innings for the outperformance of non-dollar investments relative to dollar investments.&#8221;<\/span><\/span><\/span><span class=\"HighlightShare-hidden\" style=\"top:0;left:0\"\/><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>DoubleLine Capital CEO Jeffrey Gundlach said Wednesday he&#8217;s warming up to commodities, while doubling down on foreign investments amid dollar weakness. The widely followed investor said he recently shifted positive on broad commodities, pointing to a steady, largely overlooked rally in the asset class. &#8220;Commodities broadly have quietly started to rise,&#8221; Gundlach said. &#8220;For the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":2805,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[1849,1304,1392,289,1393,1971],"class_list":["post-2804","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-betting","tag-decision","tag-doublelines","tag-fed","tag-gundlach","tag-jeffrey"],"_links":{"self":[{"href":"https:\/\/www.finznest.com\/blog\/wp-json\/wp\/v2\/posts\/2804","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.finznest.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.finznest.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.finznest.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.finznest.com\/blog\/wp-json\/wp\/v2\/comments?post=2804"}],"version-history":[{"count":0,"href":"https:\/\/www.finznest.com\/blog\/wp-json\/wp\/v2\/posts\/2804\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.finznest.com\/blog\/wp-json\/wp\/v2\/media\/2805"}],"wp:attachment":[{"href":"https:\/\/www.finznest.com\/blog\/wp-json\/wp\/v2\/media?parent=2804"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.finznest.com\/blog\/wp-json\/wp\/v2\/categories?post=2804"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.finznest.com\/blog\/wp-json\/wp\/v2\/tags?post=2804"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}