Doll’s Deliberations
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Doll’s Deliberations

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From the mind of industry veteran Bob Doll comes Doll’s Deliberations®, a weekly investment commentary.
Investeerimine
Äri
Saatejuhid:
Värskendamise sagedus:
weekly
Keskmine heli pikkus:
9 minutes
On sponsoreid
Inglise
Ameerika Ühendriigid
81 jagu
alates 30. märts 2025
episodic
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Perhaps, Finally, a Bond Market Pause: What It Means for Stocks

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

· transkriptsioon
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
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Sticky Inflation and Rising Yields: Markets at a Crossroads

Sticky Inflation and Rising Yields: Markets at a Crossroads

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

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

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

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

· transkriptsioon
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
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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

· transkriptsioon
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
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Bond Yields Bite: Why Stocks Are Finally Feeling the Heat

Bond Yields Bite: Why Stocks Are Finally Feeling the Heat

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

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

· transkriptsioon
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
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Rising Rate Risks: Why Bond Yields Could Upend the Rally

Rising Rate Risks: Why Bond Yields Could Upend the Rally

· transkriptsioon
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
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Will Rising Interest Rates Break the Bull Market?

Will Rising Interest Rates Break the Bull Market?

· transkriptsioon
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
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An Inflation Respite — Not the End of the Story

An Inflation Respite — Not the End of the Story

· transkriptsioon
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
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Vastutamatussäte: Sellele lehele manustatud taskuhäälingusaade ja kunstiteosed pärinevad Crossmark Global Investments-lt, mis on selle omaniku omand ja ei ole seotud ettevõttega Listen Notes, Inc.
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