Doll’s Deliberations

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.