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.

In this episode of Doll's Deliberations, Bob Doll explores the recent uplift in U.S. stocks, highlighted by the S&P 500's significant rise. Despite these gains, economic uncertainties linger, fueled by trade tensions and market volatility. The episode delves into the complexities of global trade dynamics, particularly the impact of U.S. tariffs and their implications for global growth and earnings cycles. With investor sentiment on edge, Bob emphasizes the importance of cautious optimism as markets navigate through potential downturns and policy challenges.

Join us as we analyze key economic indicators, assess sector performances, and provide insights into the future of market stability. Don't miss essential advice on positioning your investments in a climate of unpredictability and change.

For a copy of this week's Doll's Deliberations click on the following link May 5 or go to www.crossmarkglobal.com for additional insights and investment solutions.

In this week's episode of Doll's Deliberations, recorded on April 28, 2025, Bob Doll breaks down the latest market movements and economic challenges facing the United States. After a week of significant gains, with the S&P 500 and NASDAQ posting their second-best performances year to date, attention remains fixed on trade dynamics and policy shifts.

The podcast explores the easing tensions as President Trump steps back from aggressive tariff policies and considers the potential impacts on markets and economic stability. While technology and consumer discretionary sectors have surged, concerns remain about long-term economic uncertainties, including inflationary pressures and global growth challenges.

With a comprehensive analysis of the current market sentiment, this episode provides insights into the conditions shaping the U.S. economic landscape and the potential paths forward. Stay informed with Bob Doll as he delves into the complexities of today's economic environment.

For a copy of this week's Doll's Deliberations click on the following link April 28 or go to www.crossmarkglobal.com for additional insights or investment solutions.