2025 Predictions - What We Got Right and Wrong

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.