Doll’s Deliberations

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. Do...

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 ...

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...

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 share...

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 decis...

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 fin...

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 ove...

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 yield...

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...

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 t...

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 ...

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 sentimen...

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 agg...

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...

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 ...

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 pressu...

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 ma...

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...

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...