Doll’s Deliberations
✓

Doll’s Deliberations

معلومات عن هذا البودكاست 🔗

From the mind of industry veteran Bob Doll comes Doll’s Deliberations®, a weekly investment commentary.
الاستثمار
الأعمال التجارية
المضيفون:
تردد التحديث:
weekly
متوسط ​​طول الصوت:
9 minutes
لديها رعاة
الإنجليزية
الولايات المتحدة
81 حلقة
منذ 30 مارس، 2025
episodic
استخدمAPIلجلب هذا البودكاست فيJSON

في هذا البودكاست 🔗

تعديل هذه العلامات

أحدث حلقة 🔗

Perhaps, Finally, a Bond Market Pause: What It Means for Stocks

Perhaps, Finally, a Bond Market Pause: What It Means for Stocks

· نص المقطع الصوتي
Bob Doll explains how a recent easing in bond yields—driven partly by cracks in the AI trade—could provide a temporary lift to equities, even as global growth remains robust and inflation stays stubbornly above target. He highlights risks from a potential renewed rise in yields, the Fed’s likely p…
00:09:11
المشاركة
حفظ

البحث في الحلقات الماضية

البحث في الحلقات السابقة من Doll’s Deliberations.
تضمين شريط البحث هذا في موقع الويب الخاص بك

الحلقات السابقة

Sticky Inflation and Rising Yields: Markets at a Crossroads

Sticky Inflation and Rising Yields: Markets at a Crossroads

· نص المقطع الصوتي
Bob Doll reviews the week: modest stock gains, improving breadth, and sector winners in staples, utilities and energy, while technology and industrials lag. His essay "Sticky Inflation Will Eventually Cause More Problems for Markets" argues that rising real yields reflect stronger growth, prompting…
00:09:22
المشاركة
حفظ
Quarter-end Review: Bond Market Riot: Yields Surge and Equities on Edge

Quarter-end Review: Bond Market Riot: Yields Surge and Equities on Edge

· نص المقطع الصوتي
Quarter-end review of Q3 2026: mixed equity performance, surging 10-year yields, and very strong corporate earnings amid resilient economic activity. Key drivers include higher oil prices, renewed Fed rate hikes, and heavy AI-driven investment. The episode outlines risks from rising bond yields an…
00:11:27
المشاركة
حفظ
The Bond Market Riots: Yields Break 5% and Stocks Feel the Heat

The Bond Market Riots: Yields Break 5% and Stocks Feel the Heat

· نص المقطع الصوتي
Markets rallied last week with the S&P 500 up 1.25% and the NASDAQ at a record high, led by technology, communications, and healthcare while utilities, energy, and financials lagged. However, a breakout in the U.S. 10‑year Treasury yield above 5% amid stronger‑than‑expected PMI readings and ha…
00:08:22
المشاركة
حفظ
Will Something Break? Rising Yields, Oil at $100, and the Fed's Tightening

Will Something Break? Rising Yields, Oil at $100, and the Fed's Tightening

· نص المقطع الصوتي
Bob Doll reviews last week’s market action: the Fed’s rate hike, oil above $100, rising bond yields, and AI-driven corporate borrowing, and asks whether the gradual rise in yields could eventually turn disorderly. He outlines resilient equity earnings and sector performance, highlights inflation a…
00:09:32
المشاركة
حفظ
Bond Yields Bite: Why Stocks Are Finally Feeling the Heat

Bond Yields Bite: Why Stocks Are Finally Feeling the Heat

· نص المقطع الصوتي
Bob Doll reviews last week’s market moves: S&P 500 slipped, Brent crude neared $100, and core inflation and long-term bond yields have pushed higher, increasing pressure on equities. He discusses the geopolitical strains between the U.S. and Iran, a regional trade dispute with Canada, and how …
00:08:11
المشاركة
حفظ
Bull Stocks, Bear Bonds: How Long Can the Rally Last?

Bull Stocks, Bear Bonds: How Long Can the Rally Last?

· نص المقطع الصوتي
Bob Doll reviews the week: mixed stock performance, rising interest rates and oil prices, and strong corporate profits supporting equities despite growing bond market stress. The Fed’s hawkish signals, sticky inflation, and geopolitical risks are pushing yields higher, creating a challenging backdr…
00:08:52
المشاركة
حفظ
Rising Rate Risks: Why Bond Yields Could Upend the Rally

Rising Rate Risks: Why Bond Yields Could Upend the Rally

· نص المقطع الصوتي
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 …
00:08:54
المشاركة
حفظ
Will Rising Interest Rates Break the Bull Market?

Will Rising Interest Rates Break the Bull Market?

· نص المقطع الصوتي
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…
00:07:33
المشاركة
حفظ
An Inflation Respite — Not the End of the Story

An Inflation Respite — Not the End of the Story

· نص المقطع الصوتي
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. …
00:08:58
المشاركة
حفظ
إخلاء المسؤولية: البودكاست والأعمال الفنية المضمنة في هذه الصفحة مأخوذة من Crossmark Global Investments، وهي مملوكة لمالكها وليست تابعة لشركة Listen Notes, Inc أو معتمدة منها.
محرك بحث البودكاست
يمكنك استخدام موقعنا الإلكتروني للبحث في ملفات podcast3,826,562وحلقات196,088,981حسب الأشخاص أو الأماكن أو المواضيع.
الاستثمار في المعرفة يحقق أفضل عائد، ولذلك أستمع إلى البودكاست.  ‐ Benjamin "Llamacorn" Franklin

التوصيات

استخدم API لتنفيذ هذا البودكاست