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.

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