درباره این پادکست 🔗
From the mind of industry veteran Bob Doll comes Doll’s Deliberations®, a weekly investment commentary.
میزبانها:
فرکانس به روز رسانی:
weekly
میانگین طول صدا:
9 minutes
اسپانسر دارد
انگلیسی
ایالات متحده آمریکا
81 قسمت
از سال 30 مارس 2025
episodic
آخرین اپیزود 🔗
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…
جستجوی اپیزودهای گذشته
اپیزودهای قبلی Doll’s Deliberations را جستجو کن.
اپیزود قبلی 🔗
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…
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…
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…
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…
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 …
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…
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 …
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…
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.
…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Crossmark Global Investments است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.
موتور جستجوی پادکست
می توانید از وب سایت ما برای جستجوی پادکست های3,826,562و قسمت های196,088,979بر اساس افراد، مکان ها یا موضوعات استفاده کنید.
I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
جستجوی اپیزودهای گذشته
اپیزودهای قبلی Doll’s Deliberations را جستجو کن.
مدعی این پادکست شوید
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post آگهیهای طبقهبندیشده for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
مصاحبه با پادکستر...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
حساب رسمی X ما (که قبلاً Twitter بود) will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
ویرایش
از کمک شما برای بروز نگهداشتن پایگاهدادههای پادکست سپاسگزاریم