Doll’s Deliberations

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

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Commentary

Signs of Economic Slowing and Sticky Inflation are Emerging

Doll’s Deliberations

Signs of Economic Slowing and Sticky Inflation are Emerging

The high-risk, expensive bull market, is attempting to continue.

02/20/2024

Hard Landing → Soft Landing → No Landing → Taking Off?

Doll’s Deliberations

Hard Landing → Soft Landing → No Landing → Taking Off?

Economic activity is broadening and strengthening.

02/12/2024

Sugar High Continues

Doll’s Deliberations

Sugar High Continues

Capital market pricing is consistent with an ideal future, comprising a sustained period of healthy economic growth, falling and persistent low inflation, and aggressive central bank rate cuts.

02/05/2024

Earnings Growth and Fed Cut Expectations Remain Robust

Doll’s Deliberations

Earnings Growth and Fed Cut Expectations Remain Robust

The odds of an aggressive Fed rate-cutting cycle receded further last week, with increasing evidence of economic resilience, if not an outright improvement in growth.

01/29/2024

Magnitude of Rate Cuts in Question

Doll’s Deliberations

Magnitude of Rate Cuts in Question

Excitement over the possibility of an imminent and significant rate-cutting cycle is fraying in the face of a resilient economy.

01/22/2024

Fed rate cut expectations still lofty

Doll’s Deliberations

Fed rate cut expectations still lofty

Global financial markets are off to a somewhat bumpy start following two months of huge gains.

01/16/2024

The High Wire Act Continues

Doll’s Deliberations

The High Wire Act Continues

After the big year-end run-up, capital markets are priced for a near-perfect economic and inflation outcome.

01/08/2024