Doll’s Deliberations

Early Tariff Angst and Fading Recession Risks Embolden Investors

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.

The Bond Market is more Key than Usual

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. 

Second Half Begins with New Highs Yet Again

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.

2Q Review: Navigating Trade Wars: The Hidden Impact on the U.S. Labor Market

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.

Rally, Reflection, and the Road Ahead

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

Are We Approaching an Inflection Point?

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.

Tariffs, economic uncertainties and now, higher oil prices

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.
 

Stocks Climb Amid Economic Tug of War - Tariffs, Earnings and Interest Rates

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.

Are we out of the woods yet?

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.

The Bond Vigilantes Are Awake!

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.