HeyJaredDoll’s Deliberations
A concise, weekly market update for financial advisors and investors from the mind of industry veteran Bob Doll, CFA, Portfolio Manager, CIO, and CEO of Crossmark Global Investments, delivered weekly in just 10 minutes, preparing you for the week ahead in the financial markets.
- Indexed episodes, last 90 days
- 12
- Latest publication
- Sep 21, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
Will Something Break? Rising Yields, Oil at $100, and the Fed's Tightening (opens the original)
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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 and fiscal risks, and concludes investors should favor stocks over bonds while remaining prepared for bond-market volatility. For a copy of this week's Doll's Deliberations click on the following link Se
Bond Yields Bite: Why Stocks Are Finally Feeling the Heat (opens the original)
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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 rising oil and inflation expectations are impacting consumer sentiment, earnings outlooks, and Fed policy risk ahead of the midterms. Despite a supportive economic backdrop that favors stocks over bonds, Do
Bull Stocks, Bear Bonds: How Long Can the Rally Last? (opens the original)
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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 backdrop for both stocks and bonds. The episode argues for a tilt toward international markets, highlights key economic data and risks ahead (including elections and AI-related credit stress), and explains w
Rising Rate Risks: Why Bond Yields Could Upend the Rally (opens the original)
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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 markets. The episode summarizes key points: resilient economic growth and AI-led capex, sticky inflation (core PCE), sector performance, low but uneven credit spreads with early warning in CCC-rated de
Will Rising Interest Rates Break the Bull Market? (opens the original)
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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 inflation eases. He summarizes key sector moves, the Fed backdrop, and ten takeaways — from resilient corporate profits and steady consumption to the risks of unorthodox policy. The episode concludes
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