Accommodative Policies Continue to Fuel Asset Prices

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.