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From the mind of industry veteran Bob Doll comes Doll’s Deliberations®, a weekly investment commentary.
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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…
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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.
…
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