This episode reviews last week’s market action where the S&P 500 finished slightly higher and sector leadership was led by energy, real estate, and financials while tech lagged.
Bob Doll explains why stretched MegaCap valuations, ample liquidity, and rising hopes for Fed rate cuts have driven a risk-on rally — but warns the backdrop is fragile: markets must ‘‘thread the needle’’ between weakening corporate earnings and a potential rise in long-term bond yields.
Key takeaways include Powell’s dovish tone boosting rate-cut odds, slowing retail and housing data, easing wage growth, compressed volatility, and concentrated market gains — concluding that risk-on sentiment may persist until earnings or yields shift materially.
For a copy of this week's Doll's Deliberations click on the following link Doll’s Deliberations or go to www.crossmarkglobal.com for additional insight or investment solutions.

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