Doll’s Deliberations

Bob Doll reviews last week’s market rally—S&P and Nasdaq posted a fifth straight weekly gain and reached new highs—driven by strong earnings and resilient economic data despite Middle East tensions that have tightened oil and commodity supplies. He offers a cautiously optimistic outlook: monetary and fiscal support favor equities over bonds, but elevated valuations, potential supply shocks, and geopolitical risks point to moderate returns with above‑average volatility in the months ahead. For a copy of this week's Doll's Deliberations click on the following link May 4 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Bob Doll reviews a market rally driven by strong Q1 earnings and tech gains, with energy leading as Brent nears $100/barrel. Equity indexes hit record closes amid optimism that the Strait of Hormuz will reopen and oil prices will ease. He warns that continued geopolitical uncertainty could keep oil and input costs elevated, making inflation stickier and posing a tail risk to corporate profits. Crossmark remains risk-on but watchful for prolonged supply shocks and upcoming Fed guidance. For a copy of this week Doll's Deliberations click on the following link April 27 or go to www.crosssmarkglobal.com for additional insight and investment solutions.

Bob Doll's Weekly Investment Commentary (April 20, 2026) reviews a strong week for equities—S&P +4.5%, NASDAQ nearly +7%, Russell 2000 +3.9%—as markets reacted to growing optimism about an end to the U.S.-Iran conflict. Technology, consumer discretionary and communication services led gains while energy and utilities lagged. Oil’s spike appears to have peaked and the gap between spot and 12‑month forward prices has narrowed, but supply and price normalization will be gradual and uneven. The outlook assumes a durable ceasefire and resilient global corporate profits that support continued risk-on positioning; however, earnings, valuations, inflation trends and potential setbacks from the conflict will determine whether returns are broadly positive. Key takeaways include ceasefire optimism, resilient macro data despite the energy shock, rising near-term inflation expectations, narrow market breadth during the rally, and the crucial role of earnings and policy in shaping markets ahead. For a copy of this week's Doll's Deliberations click on the following link April 20 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Bob Doll summarizes markets after a fragile Middle East ceasefire and its impact on oil, inflation, and investor positioning. Stocks rose while sectors rotated, credit spreads stayed tame, and the outlook depends on whether the ceasefire holds and energy prices cool. Key takeaways include mixed economic data, higher payrolls, sticky price pressures, and a strategy favoring a higher stock-to-bond ratio if global growth persists — balanced with the risk of renewed conflict, inflation, or recession. For a copy of this week's Doll's Deliberations click on the following link April 13 or go to www.crossmarkglobal.com for additional insight and investment solutions.

This episode is a quarterly review of Q1 2026 covering market moves, geopolitical shocks, and economic outlook. Stocks and bonds retreated while oil rallied sharply after the Iran conflict; the S&P 500 fell, Nasdaq slid further, and small caps held modest gains. Earnings were stronger-than-expected with rising 2026 EPS estimates that compressed the S&P's forward P/E as prices fell. The report discusses sector winners (energy, materials) and losers (tech, financials, consumer discretionary), the private credit risks, and shifting Fed expectations. The show concludes with outlook and risks: higher inflation and rates, elevated recession odds if the Strait of Hormuz remains closed, and the conditions needed for the bull market to resume. For a copy of this week's Doll's Deliberations click on the following link April 6 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Stocks fell sharply amid renewed Middle East conflict fears, with the S&P down 2% and NASDAQ extending losses. Energy and materials led gains while communication services lagged, and a choppy rally reflected hopes for ceasefire talks. The episode explains why the war is likely to leave a lasting inflationary footprint, pushing yields higher and creating a stagflationary bias even as growth faces only modest drag. Investors should expect continued volatility, sector rotation, and higher-for-longer rates. For a copy of this week's Doll's Deliberations click on the following link March 30 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Stocks fell for a fourth week as the Middle East conflict and volatile oil prices pushed investors toward safety. Energy and financials held up while utilities, materials and consumer staples lagged, and the market is wrestling with uncertainty about energy supplies and inflation. The Fed paused on rates while inflation remains stubbornly above targets. Crossmark recommends a cautious asset mix — neutral equities, overweight cash, and underweight bonds — expecting further near-term weakness but a likely rebound once clarity on oil and supply risks emerges. For a copy of this week's Doll's Deliberations click on the following link March 23 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Bob Doll reviews markets as Middle East conflict drives oil prices and investor concern. While the S&P 500 held roughly flat, the NASDAQ has softened, and energy-led price shocks raise the risk of higher headline inflation amid otherwise solid global growth. Despite volatile moves across equities, bonds, gold and crypto, Doll concludes the recent energy shock has not yet derailed the expansion or market trends, though prolonged disruption could tip the outlook toward stagflation and weaker corporate profits. For a copy of this week's Doll's Deliberations click on the following link March 16 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Markets fell after the Iran attack, with the S&P down about 2% as investors rotated to cash amid geopolitical risk, stretched AI-related valuations, private credit concerns, and elevated earnings expectations. Sectors diverged: energy held up while materials, staples, healthcare and industrials led losses. Short-term volatility and oil sensitivity are elevated, but broad macro momentum, accommodative policy, and supply potential make a severe global slowdown unlikely unless the conflict escalates dramatically. Conclusion: It is premature to overhaul a 6–12 month investment strategy. Stay cautious on U.S. equity valuations and bonds over the next year, favor geographic diversification including international and emerging markets, monitor oil and inflation, and separate short-term noise from fundamentals. For a copy of this week's Doll's Deliberations click on the following link March 9 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Stocks were mixed last week as the S&P fell modestly while equal-weighted indexes and many non-U.S. markets outperformed. Big tech weakness—led by a nearly 7% drop in NVIDIA—contrasted with gains in utilities, consumer staples, healthcare, and energy. The episode argues that calmer or lower U.S. Treasury yields have supported risk assets despite AI-driven dislocations, tariff uncertainty, and geopolitical oil-risk. Key risks include sticky inflation delaying Fed easing, tariff developments, and possible Middle East-driven oil spikes; however, while yields remain flat to lower, the risk‑on backdrop is likely to persist. For a copy of this week's Doll's Deliberations, click on the following link March 2 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Bob Doll recaps the week: S&P gains led by big tech and cyclical sectors, mixed sector performance, and largely favorable Q4 earnings while investors rotate away from overpriced internet names. He compares current market dynamics to 1999–2000 but notes the broader market’s appetite remains supported by corporate profits and accommodative financial conditions. The outlook stresses sticky inflation, potential future rate and yield increases, and tight corporate credit spreads—factors that warrant caution but do not yet signal a broad-based bear market. Investors should stay watchful but not prematurely bearish. For a copy of this week's Doll's Deliberations click on the following link February 23 or go to www.crossmarkglobal.com for additional insight and investment solutions.

This episode reviews a market rotation from mega‑cap tech into cyclicals and international stocks: equal‑weighted S&P outperformed while the cap‑weighted S&P declined, with utilities, real estate and materials leading and financials and communication services lagging. Volatility stems from fading hopes for easy monetary policy, sticky inflation, and higher long‑term yields, prompting investors to shift into laggards and abroad (notably Japan and emerging markets) even as earnings revisions slow and factor divergences widen. Takeaway: the rotation away from U.S. growth stocks continues, but risks from bond‑market repricing or policy mistakes could trigger a broader de‑risking. For a copy of this week's Doll's Deliberation click on the following link February 17 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Bob Doll reviews last week’s mixed market action, noting S&P highs, sector winners and losers, and a big Friday rally. He argues that continued accommodative monetary and fiscal policies are supporting asset prices but warns that fundamentals—not liquidity—should guide investing. The episode outlines a broadly positive macro outlook, highlights risks from rising yields, inflation surprises, AI rotation, and geopolitical or credit shocks, and lists ten key market takeaways including slowing savings, dividend importance, and a notable Texas special election result. For a copy of this week's Doll's Deliberations click on the following link February 9 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Bob Doll reviews a mixed week for markets: S&P 500 near record highs, sector rotation out of the U.S., strong corporate earnings, and buoyant liquidity supporting asset prices. Meanwhile, gold’s rally and stress at the long end of yield curves signal growing investor unease. Tight credit spreads, flat income growth, and falling foreign demand for U.S. Treasuries increase the risk of a bond-market shock that could trigger a risk-off phase. The outlook remains cautiously optimistic but vigilant for catalysts that could prompt de-risking. For a copy of this week's Doll's Deliberations click on the following link February 2 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Bob Doll reviews last week’s market moves: stocks slipped, the dollar fell sharply, and gold hit a new record as geopolitics and policy headlines dominated. The episode explains how Japan’s election and proposed fiscal stimulus are lifting global bond yields, why the Fed may have limited room to ease further, and the two main risks for markets—rising sovereign yields and potential policy missteps. Also covered: sector winners and losers, credit conditions, rotation into value and small caps, and implications for investors as global anchors shift and market trends face possible correction. For a copy of this week's Doll's Deliberations click on the following link January 26 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Bob Doll's weekly market commentary reviews recent market action and argues that the “high-risk” bull market persists despite growing warning signs. Last week stocks were mixed: the S&P 500 slipped modestly while small caps and international markets outperformed; real estate, staples, and industrials led gains while financials and discretionary lagged. Key risks highlighted include rising yields outside the U.S. Treasury curve, surging margin debt, widening spreads in the lowest-rated corporate bonds, and accelerating commodity prices — all of which could trigger the next risk-off phase if a catalyst emerges. Despite these concerns, accommodative policy, solid corporate earnings (led by technology), and resilient global growth should sustain the risk-on backdrop for now — but investors should watch rates, credit spreads, and margin positions closely. For a copy of this week Doll's Deliberations click on the following link January 20 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Bob Doll reviews recent market gains as major indexes hit all-time highs and argues that strong economic fundamentals and policy support are already priced into asset values. He warns that rich equity valuations, tight credit spreads, rising bond yields, and geopolitical and policy risks make further broad gains harder and increase vulnerability to setbacks in 2026. His bottom line: favor equities over bonds on a 6–12 month horizon but expect lower returns than 2025 and prepare for periodic volatility. For a copy of this week's Doll's Deliberations click on the following link January 12 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Bob Doll reviews 2025’s broad market rally and outlines 10 concise predictions for 2026, centered on a "high-risk bull market." Key themes: modest U.S. growth, sticky inflation keeping yields higher, tighter credit conditions, slowing earnings growth, sector leadership in tech/financials, continued AI-driven volatility, and potential international outperformance. Actionable takeaway: markets are priced for perfection—exercise caution, be ready to cut beta if yields spike or AI euphoria fades. Tune in for the annual prediction webinar on January 7. Click on the following link to register for the Live Webinar on January 7, 2026 at 3 p.m. CT.  Bob Doll's 10 Predictions for 2026 registration - Webex   Mark your calendar. For a copy of this week's Doll's Deliberations click on the January 5 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Bob Doll reviews \d examines 10 predictions for 2025, concluding seven were correct. He summarizes the year’s markets: a third straight year of double-digit S&P gains, AI-driven earnings strength, a tariff-triggered drop and strong rebound, and ongoing investor optimism for 2026. The episode highlights key themes—slower economic growth with slightly higher unemployment, sticky inflation, Treasury yields mostly between 4%–5%, elevated volatility, mixed sector and portfolio performance, and partial policy changes—then offers a cautious outlook for 2026. The next issue is due Dec. 31. For a copy of this week's Doll's Deliberations click on the following link December 15 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Stocks posted modest gains as investors priced in a likely December Fed move, but valuations are rich and late-cycle conditions raise the risk of limited returns and higher-than-usual volatility in 2026. Economic growth remains sturdy, inflation is likely to stay above target, and expectations for aggressive Fed cuts may be overly optimistic. Crossmark’s outlook is cautiously constructive for risk assets but favors a defensive posture: moderate total returns are most likely, yet heightened volatility and the chance of a broad correction argue for shorter-than-normal risk exposure and a buffer against downside surprises. AI remains a dominant theme but may not meet inflated expectations. For a copy of this week's Doll's Deliberations click on the following link December 8 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Issue 5.48 examines the macro environment heading into 2026: steady growth despite policy noise, supportive consumer and corporate finances, the lift from AI capex, and an outlook of real GDP around 2–2.5% with inflation near 3%. Investment implications include richly priced equities and tight credit spreads, limited upside for returns, and upside risks to inflation if the Fed under-delivers on expected rate cuts—suggesting caution in bonds and equity valuations and a focus on earnings and policy developments. For a copy of this week's Doll's Deliberations click on the following link December 1 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Bob Doll reviews a volatile week in markets as strong third‑quarter earnings clashed with rising uncertainty about Federal Reserve rate cuts, sending high‑momentum stocks lower despite better‑than‑expected corporate results. The episode explains why earnings strength hasn’t been enough to sustain rallies, highlights risks from AI spending and credit trends, and advises watching credit spreads and valuation pressure as the market shifts to a more discriminating environment. For a copy of this week's Doll's Deliberations click on the following link November 24 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Bob Doll reviews a mixed market week, where the Dow and S&P were slightly up while the NASDAQ and Russell 2000 lagged. He explains why plentiful liquidity persists despite a reduced likelihood of a December Fed rate cut, and how fiscal looseness, sticky inflation, and rising long-term yields shape asset prices. The episode covers key risks and signals: government reopening, mixed labor and economic data, tech-driven market concentration, widening high-yield spreads, gold’s rally, and the U.S. dollar’s technical bounce — all framed as potential triggers that could eventually end the current market cycle. For a copy of this week's Doll's Deliberations click on the following link November 17 or go to www.crossmarkglobal.com for additional insight and investment solutions.

This episode reviews last week’s market pullback after three weeks of gains, highlighting sector winners and losers, breadth concerns, and subdued investor reactions to strong earnings. Bob Doll explains the macro backdrop—solid global growth, high valuations, and expectations for fewer Fed cuts—then offers a cautious view: diversify portfolios as returns may be lower over the next 6–12 months despite rising earnings. For a copy of this week's Doll's Deliberations click on the following link November 10 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Bob Doll summarizes the week: the Fed cut rates 25 basis points and will end quantitative tightening on December 1, while big-cap tech earnings beat expectations and drove market gains even as small caps and several sectors lagged. Emerging markets also showed strong performance amid continued central bank easing. Valuations and risk-taking have pushed many metrics to extremes, with inflation around 3% complicating further rate cuts. Doll concludes that asset-price inflation will likely persist near term unless a major bond-yield rise or policy shock occurs, so speculative activity should be monitored. For a copy of this week's Doll's Deliberations click on the following link November 2 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Stocks reached new highs as markets lean on Fed easing, favorable inflation data, and solid earnings, while select sectors lead gains and only a few lag. Despite a broadly supportive macro backdrop, markets are overbought and vulnerable to sharp corrections in assets with large "air pockets" such as gold and cryptocurrencies. Key themes include below-consensus CPI, limited fresh U.S. data due to the government shutdown, resilient corporate earnings supported by AI investment, and ongoing risks from inflation and geopolitical/political events. For a copy of this week's Doll's Deliberations click on the following link October 27 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Stocks rebounded after a volatile week, with the S&P up 1.75% following a sharp sell-off. Q3 earnings kicked off strongly led by big banks, while communication services and real estate led sector gains amid churning below the surface. Economic indicators and Fed signals point to slowing growth: the Beige Book and ISM services show weakness, the labor market has cooled, and Fed remarks and minutes suggest increased uncertainty about the path for rates — raising odds of an October cut. Watch Q3 earnings for signs around deregulation, AI capex, consumer health, and power costs. Geopolitical and policy risks have re-emerged with U.S.-China tensions, tariffs and rare earth measures, and a continuing government shutdown. Precious metals have surged, and the recommended portfolio stance favors high-quality Treasuries and caution on credit and high-yield exposure. For a copy of this week's Doll's Deliberations click on the following link October 20 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Quick Q3 roundup: equities climbed as strong corporate earnings, AI optimism, and expectations of Fed easing drove markets higher, while short-term yields eased and technology led sector gains. But the backdrop is mixed — hiring has slowed, inflation remains stubborn, valuations are elevated, and soaring fiscal deficits add risk. Stay engaged with markets but remain vigilant. For a copy of the Quarterly Market Update and review of the top 10 predictions click on the following link October 13 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Bob Doll reviews recent market gains and the drivers behind them: optimism about a temporary labor slowdown, expectations of Fed easing, and strong corporate profits—especially among mega-cap tech companies—while warning that equity valuations are already elevated. He recommends a cautious stance: prefer equities over bonds on a 6–12 month horizon but keep a neutral overall equity weight, modestly underweight U.S. exposure and overweight emerging markets, the euro area, and Japan, noting the main risk is a sudden rise in bond yields if inflation stays sticky. For a copy of this week's Doll's Deliberations click on the following link October 6 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Bob Doll reviews the latest market action, noting a weekly pullback despite strong rallies and top-performing sectors like energy and utilities. He argues that accommodative central banks and rising corporate profits have kept risk assets elevated, while stretched valuations, rising gold, and high AI stock multiples create vulnerabilities. Ten key takeaways cover GDP forecasts, labor market cracks, margins and valuation metrics, and the conditions that could reverse the trend — notably higher bond yields or disappointing economic and earnings growth. For a copy of this week's Doll's Deliberations click on the following link September 29 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Stocks extended gains after the Fed’s 25bp ‘risk-management’ rate cut, with major averages and sectors like tech and communication services hitting new highs. Economic growth has cooled but is not recessionary, while inflation remains stickier than policymakers would like. Monetary conditions are becoming more accommodative, supporting asset prices for now, but rich valuations and the prospect of a renewed rise in bond yields pose downside risks if inflation or policy expectations shift. For a copy of this week's Doll's Deliberation click on the following link September 22 or go to www.crossmarkglobal.com for additional insight and investment solutions.

In this episode Bob Doll reviews the latest market moves, noting a record-setting stock rally amid a dovish Fed poised to cut rates even as core inflation remains stubborn and hiring cools. He explains how tariffs, slower immigration-driven labor growth, and strong corporate profits are shaping a slow-growth, mildly inflationary backdrop. Listeners will learn why markets are upbeat despite valuation risks, what indicators to watch (inflation, employment, bond yields), and how monetary and fiscal policy may influence risk assets in the months ahead. For a copy of this week's Doll's Deliberations click on the following link September 15 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Bob Doll reviews the week: mixed markets with the S&P up, weak August payrolls that boosted Treasury prices and Fed-cut expectations, and uneven sector performance driven by MAG-7 strength and sticky inflation. He concludes that earnings and supportive policy fuel a positive outlook, but stretched valuations, rising long-term yields, and persistent inflation make returns likely bumpy and the risk-reward less favorable. For a copy of this week's Doll's Deliberations click on the following link Doll’s Deliberations - Crossmark Global Investments or go to www.crossmarkglobal.com for additional insight and investment solutions.

Bob Doll reviews last week’s market moves, sector performance, and corporate earnings while highlighting growing tensions between the White House and the Federal Reserve. Investors remain focused on the prospect of lower short-term rates even as inflation and policy uncertainty rise. The episode argues that valuations are not a reliable market-timing tool and explains why ongoing Fed dovishness will sustain a liquidity-driven, risk-on environment for now, even as higher inflation may push long-term yields up (a bear steepening) and eventually pressure long-duration assets. Key takeaways include upward GDP revisions, strengthening earnings, threats to Fed independence, tariff-driven headwinds, low volatility, dollar pressure, and potential small-cap leadership if dovish policy continues. For copy of this week's Doll's Deliberations click on the following link Doll’s Deliberations or go to Crossmarkglobal.com for more insight and investment solutions.

This episode reviews last week’s market action where the S&P 500 finished slightly higher and sector leadership was led by energy, real estate, and financials while tech lagged. Bob Doll explains why stretched MegaCap valuations, ample liquidity, and rising hopes for Fed rate cuts have driven a risk-on rally — but warns the backdrop is fragile: markets must ‘‘thread the needle’’ between weakening corporate earnings and a potential rise in long-term bond yields. Key takeaways include Powell’s dovish tone boosting rate-cut odds, slowing retail and housing data, easing wage growth, compressed volatility, and concentrated market gains — concluding that risk-on sentiment may persist until earnings or yields shift materially. For a copy of this week's Doll's Deliberations click on the following link Doll’s Deliberations or go to www.crossmarkglobal.com for additional insight or investment solutions.

Bob Doll reviews last week’s market action: stocks rose near record highs amid strong earnings and expectations of imminent Fed rate cuts, while small caps and select sectors led gains. He cautions that inflation metrics remain above the Fed’s 2% target and that tariffs, fiscal stimulus, and concentrated market leadership create upside inflation and policy risks that could reverse current complacency. For a copy of this week's Doll's Deliberations click on the following link August 18 or go to www.crossmarkglobal.com for additional insight and investment solutions.

In this episode of Doll's Deliberations, Bob Doll discusses the positive performance of the S&P 500 amidst growing expectations of Federal Reserve interest rate cuts and clarity around tariffs. Despite concerns about stagflation, certain sectors like technology and communication services have shown impressive growth. The episode delves into the investment landscape, questioning whether the bull market is in its 'extra innings' due to abundant liquidity and global monetary policies acting as buffers against higher tariffs. It emphasizes the importance of sustaining corporate profits and labor demand in navigating economic uncertainties. Key insights include expectations for future economic growth, potential inflation impacts, and the influence of U.S. trade policies. With equity markets at elevated valuations, the discussion underscores the need for caution amidst global economic complexities. For a copy of this week's Doll's Deliberations click on the following link August 11 or go to www.crossmarkglobal.com for additional insight and investment solutions.

In this episode of Doll’s Deliberations, host Bob Doll explores the recent market downturn following a week of record highs. Learn about the factors driving the decline, including disappointing July non-farm payrolls and concerns over growth and inflation. Despite strong earnings from many companies, the market faces uncertainties, particularly from new U.S. tariff announcements and ongoing economic slowdown. Doll discusses the implications of these developments on the risk-reward relationship in the current investment climate, arguing for greater investor caution. Explore how high valuations and expectations, notably in the tech sector, impact the overall market outlook and potential strategies to navigate these challenges. For a copy of this week’s Doll’s Deliberations go to www.crossmarkglobal.com.  

The latest episode of Doll's Deliberations dives into the recent market trends, highlighting a positive turn as stocks hit record highs. Bob Doll discusses the impact of second-quarter earnings exceeding expectations and how easing tariff tensions give investors newfound confidence. With healthcare, materials, and industrials leading the charge, the U.S. economy appears resilient despite high tariff levels. While the risk of a recession diminishes, the episode explores the complexities of U.S. trade policy and its stagflationary impacts. It addresses key economic indicators and the possible outcomes of upcoming Federal Reserve decisions. Join Bob Doll as he provides a concise and insightful overview of the current financial landscape, equipping listeners to face the week ahead with informed perspectives. For a copy of this week Doll's Deliberations click on the following link July 28 or go to www.crossmarkglobal.com for additional insight and investment solutions.

In this episode of Doll's Deliberations, host Bob Doll provides expert insights into the current state of the markets. The S&P 500 and NASDAQ hit record highs, while President Trump's disputes with the Fed create market ripples. Technology and utilities emerge as top-performing sectors, whereas energy and health care fall behind. Bob discusses the potential market implications of a more dovish Fed and its effects on the U.S. Dollar and bond market. The episode explores the resilience of the U.S. economy amidst tariffs, the persistent inflationary pressures, and the possibility of a delayed Fed easing cycle. With a focus on economic indicators and fiscal policies, Bob Doll outlines the complexities of navigating investments during this volatile period. Tune in for a comprehensive market update and strategic guidance to stay ahead in these uncertain times. For a copy of this week's Doll's Deliberations click on the following line July 21 or go to www.crossmarkglobal.com for additional insight and investment solutions. 

Welcome to Doll's Deliberations, where Bob Doll explores the intriguing dynamics shaping the global financial landscape this July. Despite a modest drop in stocks last week, both the S&P 500 and NASDAQ hit new all-time highs, marking the beginning of another promising quarter. With the CPI and second-quarter earnings reports on the horizon, investors brace for potential fluctuations amidst ongoing tariff tensions. This episode delves into the complexities of economic growth in the face of U.S. trade wars, examining how investors remain focused on corporate profitability and underlying economic health despite uncertainty. The discussion expands to global economic trends, reflecting on how U.S. policy and monetary easing are influencing markets worldwide. Join us as we unpack key insights, including shifts in hiring patterns, geopolitical tensions, and the anticipated reactions from the Federal Reserve. Tune in for a thought-provoking analysis on what these developments mean for investors and economic strategies moving forward. If you would like a copy of this week's Doll's Deliberations click on the following link July 14 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Register now to secure your spot for the quarterly Webinar on Wednesday, July 9th as Bob Doll, CFA provides updates on how his 10 predictions for 2025 are faring today. This live webinar will provide you with valuable insights into current and anticipated market conditions and will conclude with a live Q&A session with both Bob and Victoria Fernandez, CFA.    If you would like to register, click on the following link:  Bob Doll's LIVE Quarterly Market Update In this episode of Doll's Deliberations, we delve into the complex and shifting landscape of the U.S. economy amidst ongoing trade wars. We explore the impact of trade tariffs on the labor market, examine inflation trends post-pandemic, and dissect the widening fiscal challenges. Join us as we analyze first-quarter earnings, discuss the resilience of economic indicators, and assess future growth prospects. With insights into both bullish and bearish market outlooks, this episode offers a comprehensive view of current economic conditions and strategic investment considerations. Again, don't miss our upcoming webinar on July 9 at 3 p.m. Central, where we will further discuss these pressing economic issues.  If you would like a copy of this week's Doll's Deliberations click on the following link July 7 or go to www.crossmarkglobal.com for additional insight and investment solutions.

In this episode of Doll's Deliberations, Bob Doll discusses the remarkable recovery in stock markets, reaching new all-time highs following a significant decline earlier in the year. With the Fourth of July approaching, Bob emphasizes the importance of appreciating the freedoms we enjoy. The episode highlights concern over potential economic weakening and high earnings estimates as inflation pressures loom due to tariffs. Bob shares cautious optimism regarding market conditions amidst volatile global events. Listeners are invited to reflect on personal freedoms during the holiday week and encouraged to join upcoming webinars for further market insights and predictions. Celebrate the holiday with gratitude and stay informed with Dolls expert analysis. Register now to secure your spot for the quarterly Webinar on Wednesday, July 9th as Bob Doll, CFA provides updates on how his 10 predictions for 2025 are faring today. This live webinar will provide you with valuable insights into current and anticipated market conditions and will conclude with a live Q&A session with both Bob and Victoria Fernandez, CFA.    If you would like to register, click on the following link:  Bob Doll's LIVE Quarterly Market Update

In this episode of Doll's Deliberations, host Bob Doll provides a comprehensive analysis of the current financial landscape marking June 23, 2025. From the mixed performance of major stock sectors to the crucial impacts of escalating tensions in the Middle East, this episode delves deeply into potential economic shifts. The discussion takes a closer look at how recent geopolitical events, including President Trump's impending decision on military actions and the ongoing Iran-Israeli conflict, could influence oil prices and market stability. Industries like energy and technology have seen shifts, while the impact on global equity markets remains subtle yet significant. The episode further explores the Federal Reserve's recent positioning and inflation forecasts, noting shifts in GDP and unemployment expectations for the upcoming period. Bob Doll offers insights into navigating these uncertain economic times, highlighting the importance of informed decision-making in investment strategies amid fluctuating international dynamics. Tune in for essential guidance. For a copy of this week's Doll's Deliberations click on the following line June 23 or go to www.crossmarkglobal.com for additional insight and investment solutions.

The latest episode of Doll's Deliberations dives into a week of market upheaval triggered by Israel's military strikes on Iran and the conclusion of U.S.-China tariff negotiations. Bob Doll dissects the fallout, highlighting the S&P's downturn and a volatile economic landscape marked by fluctuating inflation and trade uncertainties. The discussion sheds light on sector performances, with energy emerging as a frontrunner and financials stumbling. Key economic indicators reveal mixed signals amid continued consumer spending and business expansion, despite cooling labor markets in cyclical industries. Listeners gain insights into the macroeconomic implications of geopolitical tensions and trade negotiations, underscoring a shifting investment environment and the resilience of the global economy. The episode concludes with an outlook on economic indicators and potential policy shifts as markets brace for further fluctuations. For a copy of this week's Doll's Deliberations click on the following link June 12 or go to www.crossmarkglobal.com for additional insight and investment solutions.  

In this week's episode of Doll's Deliberations, Bob Doll offers his analysis on the current state of global markets, highlighted by a 1.5% rise in the S&P 500 due to robust performance in communication services and technology sectors. However, consumer staples and utilities saw a decline. Despite tariff-driven uncertainties and elevated U.S. policy risks, equities have rebounded from previous losses, indicating a shift from oversold to neutral positions. Doll discusses the potential challenges posed by President Trump's aggressive tariff policies and the implications for U.S. economic outlook. While U.S. and global monetary policies remain growth-oriented, late-cycle conditions cast shadows over the longevity of the current market rally. With escalating inflation and higher treasury yields on the horizon, along with mixed signals from the job market, Dahl sheds light on the sectors showing promise amidst the potential economic slowdown. A pivot from U.S. to non-U.S. stocks, driven by perceived policy risks, highlights the evolving landscape of investor preferences. Doll commentary points to key economic indicators and investor behaviors shaping the next phase of global market performances, urging a cautious approach as geopolitical tensions and fiscal uncertainties persist. Tune in to gain essential insights and prepare for the week ahead with Crossmark Global Investments. For a copy of this week's Doll's Deliberations click on the following link June 9 or go to www.crossmarkglobal.com for additional insight and investment solutions.

This week's Doll's Deliberations provides a comprehensive analysis of the financial markets, highlighting a nearly 2% rise in the S&P 500 and strong performances in the real estate and technology sectors. Investors face a mixed backdrop with persistent inflation, muddled trade outlook, and a slow but steady global economic recovery. The commentary covers the implications of ongoing tariff issues, shifts in government bond yields, and the impact of durable goods orders on GDP growth. Stay informed about how these dynamics may shape future market movements and investment decisions. For a copy of this week's Doll's Deliberations click on the following link June 2 or go to crossmarkglobal.com for additional insight and investment solutions.

Join Bob Doll in this week's episode of Doll's Deliberations as he discusses the latest market movements, including a drop in the S&P 500 and the ongoing impact of economic policies. Learn about the significant pressures on asset markets, the risks associated with higher bond yields, and the shifting focus of U.S. policy initiatives from tariffs to the federal budget. Discover how these changes affect government debt, inflation, and the overall economic outlook. Tune in now for essential insights to help you navigate the complex economic landscape. For a copy of this week's Doll's Deliberations click on the following link May 27 or go to www.crossmarkglobal.com for additional insight and investment solutions.  

In this episode of Doll's Deliberations, we delve into the recent market rally sparked by easing trade tensions between the U.S. and China. With stocks making significant gains, fueled by technology and consumer discretionary sectors, the global financial markets have embraced a 'risk-on' attitude. However, uncertainty persists as the U.S.-China tariff truce remains a temporary arrangement, leaving tariffs still elevated compared to previous levels. Our analysis highlights the complexities of navigating the evolving trade policies under President Trump, who has shown signs of retracting from aggressive tariff stances. Meanwhile, the U.S. economy shows resilience, with consumer spending holding up, though inflation risks remain a concern. Tune in as we explore the implications of the administration's pivot in trade strategy, the potential for rising treasury yields, and the ongoing challenges posed by tight policies and inflationary pressures. Stay informed with our insights on market movements and economic developments in this issue of Doll's Deliberations. For a copy of this week's Doll's Deliberations click on the following link May 12 or go to www.crossmarkglobal.com for additional insight and investment solutions.

In this episode of Doll's Deliberations, Bob Doll provides an essential analysis of the current market landscape. Despite a slight decline in stock indices, specific sectors like industrial and consumer discretionary are outperforming. The discussion addresses the potential impact of reduced trade tensions on averting a recession, emphasizing cautious optimism amidst ongoing economic uncertainties. Furthermore, Doll highlights key factors such as fluctuations in the labor market, policy uncertainties, and the interplay between higher tariffs and inflationary pressures. The episode closes with a focus on maintaining a defensively positioned investment strategy while remaining adaptable to market changes. For a copy of this this week's Doll's Deliberations click on the following link May 12 or got to www.crossmarkglobal.com for additional insights and investment solutions.