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, and the overall economic outlook. Tune in now for essential insights to help you navigate the complex economic landscape.

For a copy of this week's Doll's Deliberations click on the following link May 27 or go to www.crossmarkglobal.com for additional insight and investment solutions.

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.