Doll’s Deliberations
By Crossmark Global Investments
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Category: Investing
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Episodes: 80
Description
From the mind of industry veteran Bob Doll comes Doll’s Deliberations®, a weekly investment commentary.
| Episode | Date |
|---|---|
|
Sticky Inflation and Rising Yields: Markets at a Crossroads
|
Oct 12, 2026 |
|
Quarter-end Review: Bond Market Riot: Yields Surge and Equities on Edge
|
Oct 05, 2026 |
|
The Bond Market Riots: Yields Break 5% and Stocks Feel the Heat
|
Sep 28, 2026 |
|
Will Something Break? Rising Yields, Oil at $100, and the Fed's Tightening
|
Sep 21, 2026 |
|
Bond Yields Bite: Why Stocks Are Finally Feeling the Heat
|
Sep 14, 2026 |
|
Bull Stocks, Bear Bonds: How Long Can the Rally Last?
|
Sep 08, 2026 |
|
Rising Rate Risks: Why Bond Yields Could Upend the Rally
|
Aug 31, 2026 |
|
Will Rising Interest Rates Break the Bull Market?
|
Aug 24, 2026 |
|
An Inflation Respite — Not the End of the Story
|
Aug 17, 2026 |
|
Bull Market on Edge: Stellar Earnings vs. Rising Risks
|
Aug 09, 2026 |
|
More Flies in the Ointment: Oil Shocks, AI Volatility, and Rising Yields
|
Aug 03, 2026 |
|
Risks Rise, But No Fatal Blow: Markets on a Knife-Edge
|
Jul 27, 2026 |
|
Vicious Rotation: AI, Semiconductors and the Market’s New Fault Lines
|
Jul 20, 2026 |
|
Degrees of Freedom Shrink: Cracks in Tech and Rising Bond Risk
|
Jul 13, 2026 |
|
Q2 Market Pulse: AI Surge & $100 Oil's Surprise Rally
|
Jul 06, 2026 |
|
War MOU Needs Work; Fed Sends Yellow Light
|
Jun 22, 2026 |
|
IPO Flood: Can Markets Digest the New Supply?
|
Jun 15, 2026 |
|
Expectations Remain High — Is Liquidity the Next Test?
|
Jun 08, 2026 |
|
Markets Continue to Focus on the Positives
|
Jun 01, 2026 |
|
Can High Bond Yields and High Stock Prices Co-Exist?
|
May 26, 2026 |
|
Both Stocks and Oil Stay Resilient — But Time's Running Out
|
May 18, 2026 |
|
Markets Rally as Oil & War Cross-Currents Clash
|
May 11, 2026 |
|
Fingers Crossed/Cautiously Optimistic
|
May 04, 2026 |
|
Markets Continue to Assume War Will End and Oil Will Fall
|
Apr 27, 2026 |
|
Is There a Deal?-- Market Thinks Yes.
|
Apr 20, 2026 |
|
Cease Fire - But Will It Hold
|
Apr 13, 2026 |
|
Q1 2026 Review: Oil Surge, Iran War & Rising Recession Risk
|
Apr 06, 2026 |
|
New Hope in the Continued Bumpy Ride of War
|
Mar 30, 2026 |
|
War Continues to Hurt Risk Assets
|
Mar 23, 2026 |
|
War Unknowns Dominate Market the Dialogue
|
Mar 16, 2026 |
|
With the War Upset Global Economic Momentum?
|
Mar 09, 2026 |
|
Lower Bond Yields Prevent Further Equity Damage
|
Mar 02, 2026 |
|
Similarities to 1999/2000
|
Feb 23, 2026 |
|
Sector and Geographic Rotation Continues
|
Feb 17, 2026 |
|
Accommodative Policies Continue to Fuel Asset Prices
|
Feb 09, 2026 |
|
Good Earnings and Benign Fed Continue Despite Valuations Obstacles
|
Feb 02, 2026 |
|
De-escalation and Rising Yields: Markets Face a New Regime
|
Jan 26, 2026 |
|
High-Risk Bull Market Continue
|
Jan 20, 2026 |
|
Fundamentals Are Good — Prices Already Reflect It
|
Jan 12, 2026 |
|
High-Risk Bull Market: 10 Predictions for 2026
|
Jan 05, 2026 |
|
2025 Predictions - What We Got Right and Wrong
|
Dec 15, 2025 |
|
Favorable Fundamentals, But Prices Reflect That
|
Dec 08, 2025 |
|
Macro Crossroads: Fed, AI, and Outlook
|
Dec 01, 2025 |
|
Fed Cut Uncertainty Weights on Risk Assets (Especially High-Flyers)
|
Nov 24, 2025 |
|
Liquidity Remains Despite Reduced Likelihood of a December Fed Cut
|
Nov 17, 2025 |
|
Good Earnings Reports are Being Met with a Yawn
|
Nov 10, 2025 |
|
The Stimulus Party Continues
|
Nov 03, 2025 |
|
Environment Remains Supportive Despite Occasional Air Pockets
|
Oct 27, 2025 |
|
The High Risk Bull Market Continues
|
Oct 20, 2025 |
|
Quarterly Market Update
|
Oct 13, 2025 |
|
Good economic outlook constrained by high valuations
|
Oct 06, 2025 |
|
Accommodative Central Banks Fuel Higher Prices
|
Sep 29, 2025 |
|
Rate Cutting Resumes but Will Likely Be Limited
|
Sep 22, 2025 |
|
The Fed's Focus on the labor market (at the expense of inflation) paves the way for a rate cut
|
Sep 15, 2025 |
|
Earnings Are Supportive, But Rich Valuations Limit Potential
|
Sep 08, 2025 |
|
Valuation Concerns Are Never a Timing Tool
|
Sep 02, 2025 |
|
Threading the Needle Gets Tougher
|
Aug 25, 2025 |
|
Markets Priced for Falling Inflation — We're Skeptical
|
Aug 17, 2025 |
|
Is the Bull Run in Extra Innings?
|
Aug 11, 2025 |
|
Risk-reward Turning Unfavorable
|
Aug 04, 2025 |
|
Early Tariff Angst and Fading Recession Risks Embolden Investors
|
Jul 28, 2025 |
|
The Bond Market is more Key than Usual
|
Jul 21, 2025 |
|
Second Half Begins with New Highs Yet Again
|
Jul 14, 2025 |
|
2Q Review: Navigating Trade Wars: The Hidden Impact on the U.S. Labor Market
|
Jul 07, 2025 |
|
Rally, Reflection, and the Road Ahead
|
Jun 30, 2025 |
|
Are We Approaching an Inflection Point?
|
Jun 23, 2025 |
|
Tariffs, economic uncertainties and now, higher oil prices
|
Jun 16, 2025 |
|
Stocks Climb Amid Economic Tug of War - Tariffs, Earnings and Interest Rates
|
Jun 09, 2025 |
|
Are we out of the woods yet?
|
Jun 02, 2025 |
|
The Bond Vigilantes Are Awake!
|
May 27, 2025 |
|
Rising Equities Reflect Easing Trade Tensions
|
May 19, 2025 |
|
Can Reduced Trade Tensions Avert a Recession?
|
May 12, 2025 |
|
Does market recovery indicate problems are solved?
|
May 05, 2025 |
|
A Pause That Refreshes?
|
Apr 28, 2025 |
|
An Attempt to Define the Current State of Play
|
Apr 21, 2025 |
|
Despite Tariff Postponement, Uncertainty Remains Very High
|
Apr 14, 2025 |
|
Quarterly Update - Market Turmoil Prevails
|
Apr 07, 2025 |
|
Caution/Defensiveness Prevails
|
Mar 31, 2025 |
|
Slowing Growth + Stubborn Inflation = Defensive Positioning
|
Mar 30, 2025 |
|
Confidence Down + Uncertainty Up = Down Markets
|
Mar 30, 2025 |