De-escalation and Rising Yields: Markets Face a New Regime

Bob Doll reviews last week’s market moves: stocks slipped, the dollar fell sharply, and gold hit a new record as geopolitics and policy headlines dominated.

The episode explains how Japan’s election and proposed fiscal stimulus are lifting global bond yields, why the Fed may have limited room to ease further, and the two main risks for markets—rising sovereign yields and potential policy missteps.

Also covered: sector winners and losers, credit conditions, rotation into value and small caps, and implications for investors as global anchors shift and market trends face possible correction.

For a copy of this week's Doll's Deliberations click on the following link January 26 or go to www.crossmarkglobal.com for additional insight and investment solutions.