Doll’s Deliberations

A concise, weekly market update for financial advisors and investors from the mind of industry veteran Bob Doll, CFA, Portfolio Manager, CIO, and CEO of Crossmark Global Investments, delivered weekly in just 10 minutes, preparing you for the week ahead in the financial markets.

Doll’s Deliberations is a business podcast hosted by Crossmark Global Investments, with 73 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Crossmark Global Investments hosts Doll’s Deliberations, a business show with 73 episodes published.

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  Episode #76

  Rising Rate Risks: Why Bond Yields Could Upend the Rally

  Aug 31, 20269 min

  Bob Doll reviews markets for August 31, highlighting rising interest-rate risks and mild stagflationary pressures driven by tariffs, Middle East tensions, and heavy debt issuance. While equities and corporate profits remain supportive, upward pressure on global bond yields is the primary threat to markets. The episode summarizes key points: resilient economic growth and AI-led capex, sticky inflation (core PCE), sector performance, low but uneven credit spreads with early warning in CCC-rated debt, elevated public debt, and the likelihood of slower profit growth in 2027 — all underscoring the risk of an overshoot in long-term yields. For a copy of this week's Doll's Deliberations click on the following link August 31 or go to www.crossmarkglobal.com for additional insight and investment solutions.

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  Episode #75

  Will Rising Interest Rates Break the Bull Market?

  Aug 24, 20268 min

  Bob Doll reviews last week’s market drop and explains how rising bond yields, sticky inflation, and fiscal pressures are putting upward pressure on interest rates. The Treasury’s bid to buy long-dated bonds won’t reverse these forces, and higher yields could threaten equities unless growth cools or inflation eases. He summarizes key sector moves, the Fed backdrop, and ten takeaways — from resilient corporate profits and steady consumption to the risks of unorthodox policy. The episode concludes that attempts to cap yields may fail and could accelerate pressure on the dollar and markets. For a copy of this week's Doll's Deliberations click on the following link August 24th or go to www.crossmarkglobal.com for addition insight and investment solutions.

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  Episode #74

  An Inflation Respite — Not the End of the Story

  Aug 17, 20269 min

  Stocks edged higher amid cooling inflation, but sticky price pressures, rising Treasury yields, and Middle East energy risks keep the outlook uncertain. Earnings have held up, credit and equity markets remain positive, yet bond markets face supply and liquidity pressures that could end the rally. Investors should monitor bond yields, credit spreads, and geopolitical developments while noting political shifts toward economic populism that could influence policy and market outcomes. For a copy of this week's Doll's Deliberations click on the following link August 17 or go to www.crossmarkglobal.com for additional insight and investment solutions.

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  Episode #73

  Bull Market on Edge: Stellar Earnings vs. Rising Risks

  Aug 9, 20269 min

  Bob Doll reviews the August 10 market update: stocks surged (S&P +3.5%, NASDAQ +5%) led by tech and strong earnings, while the S&P reached a new all-time high. The rally is supported by robust corporate results and accommodative global policy, but risks are mounting—Middle East volatility, persistent inflation, rising bond yields, and heavy concentration in AI/technology. Doll highlights ten key points including weaker-than-expected payrolls, extraordinarily high but potentially slowing earnings growth, widening credit stresses in parts of the market, and pivotal Fed actions on rates and the balance sheet. The takeaway: equities may continue to benefit from economic expansion, yet face meaningful tests if earnings momentum fades. For a copy of this week's Doll's Deliberations click on the following link August 10 or go to www.crossmarkglobal.com for additional insight and investment solutions.

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  Episode #72

  More Flies in the Ointment: Oil Shocks, AI Volatility, and Rising Yields

  Aug 3, 20269 min

  Bob Doll reviews last week’s market action: the S&P posted a modest gain while momentum and AI/tech names grew volatile amid mixed earnings and sector divergence. He highlights three key risks—rising oil prices, weakening sentiment toward select tech niches, and climbing government bond yields—while noting that corporate profits and accommodative central-bank stances remain supportive. Dahl expects sector rotation rather than a broad equity sell-off, but cautions that higher bond yields and geopolitical/tariff missteps could pose larger threats; for now he recommends close monitoring rather than de-risking. For a copy of this week's Doll's Deliberations click on the following link Doll’s Deliberations - Crossmark Global Investments or go to www.crossmarkglobal.com for additional insight and investment solutions.

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