Doll’s Deliberations

Despite Tariff Postponement, Uncertainty Remains Very High

This week's episode of Doll's Deliberations dives into a week of significant market movements and economic uncertainty. Host Bob Doll discusses the impressive surge in stocks, with the S&P rising by 5.7%, amid high volatility marked by the VIX index exceeding 50. Technology and Industrials led the gains, while Energy and Real Estate lingered.
The episode further explores the impact of recent trade developments, emphasizing the high level of uncertainty persisting despite a temporary tariff postponement by the U.S. The implications for economic growth and inflation are analyzed, noting the potential long-term effects on market stability and investor sentiment.
Bob Doll provides a cautious outlook, citing concerns over the ongoing trade wars, bond market reactions, and the possibility of recession impacting corporate earnings. Listeners are encouraged to remain informed and prepared as the economic environment evolves.
For a copy of this week's Doll's Deliberations click on the following link April 14th   or go to www.crossmarkglobal.com for more insight and investment solutions.

Quarterly Update - Market Turmoil Prevails

Explore the recent market turbulence as the S&P 500 and other indexes take a significant hit amid escalating trade tensions and economic uncertainties. The first quarter of the year saw a notable decline in major indices, with the S&P 500 down by 4.5%, and the NASDAQ plummeting by 10.5%.
Dive into the primary causes of the market correction, including heightened uncertainty surrounding tariffs, lingering inflationary pressures, and overvaluation concerns. As global markets navigate the fallout from shifting trade policies, discover emerging opportunities and tactical shifts that investors may consider in this volatile environment. International markets show promise as they seem more resilient to tariff impacts, while traditional sectors like financials and energy appear better insulated.
Gain insights into the current economic landscape, as well as the challenges and potential silver linings that lie ahead. Keep abreast of major developments and expert predictions to stay informed and prepared in these uncertain times.
For a copy of this week's Doll's Deliberations and Update on the Top 10 Predictions click on the following link April 7 or go to www.crossmarkglobal.com for more insight and investment solutions.

Caution/Defensiveness Prevails

Welcome to Doll's Deliberations, where investment expert Bob Doll provides insightful analysis to help you navigate the ever-changing market landscape. In this episode, recorded on March 28th, Bob addresses the challenges posed by recent market declines, heightened trade tensions, and inflation uncertainties.
Discover why a cautious and defensive strategy remains vital as Bob shares his top 10 points on consumer sentiment, labor market trends, and the potential impact of tariffs on the global economy. Stay informed as the discussion encompasses the cooling U.S. economy, the consequences of weakening consumer confidence, and the ongoing volatility in market sectors.
Tune in for essential insights that equip you with the knowledge needed to confidently approach the unfolding economic scenario, with a specific focus on dividend strategies and the delicate risk balance in asset markets. Don’t miss out on strategies that guide your investments through the complexities of today's financial climate.
For a copy of this week's Doll's Deliberations click on the following link March 31 or go to www.crossmarkglobal.com for more insight and investment solutions.

Slowing Growth + Stubborn Inflation = Defensive Positioning

In this episode of "Doll's Deliberations," host Bob Doll offers crucial insights into the recent market fluctuations, highlighting the rebound in stocks after weeks of decline. With a focus on economic uncertainty driven by trade wars and inflation, Dahl provides an analysis of key sectors and the implications of current economic policies. He explores the potential outcomes of the ongoing trade war and its impact on global economic growth while emphasizing the need for defensive positioning amid growing risks. Tune in for an expert breakdown of the latest market trends and strategy recommendations to start your week prepared.
For a copy of this week's Doll's Deliberations click on the following link March 24 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Confidence Down + Uncertainty Up = Down Markets

Welcome to Doll's Deliberations, your go-to podcast for clear, practical investment insights to start your week with confidence. Hosted by industry leader Bob Doll, a seasoned portfolio manager, chief investment officer, and CEO at Crossmark Global Investments, this podcast delivers expert perspectives to help you navigate the markets.
In this episode, Bob Doll discusses the recent decline in equities, driven by mounting fears of U.S. economic slowdown due to tariff policies and increased policy uncertainty. Despite the turbulent market, certain sectors such as energy and utilities showed advancement, while consumer staples and discretionary sectors faced challenges.
The podcast examines the current U.S. economic landscape, highlighting key concerns such as softer consumer spending and the potential for recession amidst trade tensions. Bob provides insights into the impact of tariffs on corporate earnings and the broader market, urging investors to stay informed on revenue guidance and inflation trends.
Listeners will gain valuable understanding of the global economic implications of U.S. tariff actions, the potential for stagflation, and the importance of strategic investment planning during periods of uncertainty. Join Bob Dahl as he outlines critical takeaways and offers strategies to navigate these complex market dynamics.
For a copy of this week's Doll's Deliberations click on the following link March 17 or go to www.crossmarkglobal.com for additional insight and investment solutions.