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.

Join Bob Doll in this week's episode of Doll's Deliberations as he dives deep into the current economic challenges and market strategies. This insightful discussion focuses on the complexities of President Trump's trade policies, the resulting market reactions, and the broader implications for the U.S. economy. Uncover the potential paths forward amidst the economic uncertainties posed by tariff wars and understand the crucial role of U.S. competitiveness in shaping future trade dynamics. Don't miss this comprehensive analysis, designed to equip investors with the insights needed to navigate today's volatile market landscapes.

For a copy of this week's Doll's Deliberations click April 21st on the following link or go to www.crossmarkglobal.com for additional insights and investment solutions.

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.

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.

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.