Fed Cut Uncertainty Weights on Risk Assets (Especially High-Flyers)

Bob Doll reviews a volatile week in markets as strong third‑quarter earnings clashed with rising uncertainty about Federal Reserve rate cuts, sending high‑momentum stocks lower despite better‑than‑expected corporate results.

The episode explains why earnings strength hasn’t been enough to sustain rallies, highlights risks from AI spending and credit trends, and advises watching credit spreads and valuation pressure as the market shifts to a more discriminating environment.

For a copy of this week's Doll's Deliberations click on the following link November 24 or go to www.crossmarkglobal.com for additional insight and investment solutions.