Liquidity Remains Despite Reduced Likelihood of a December Fed Cut

Bob Doll reviews a mixed market week, where the Dow and S&P were slightly up while the NASDAQ and Russell 2000 lagged. He explains why plentiful liquidity persists despite a reduced likelihood of a December Fed rate cut, and how fiscal looseness, sticky inflation, and rising long-term yields shape asset prices.

The episode covers key risks and signals: government reopening, mixed labor and economic data, tech-driven market concentration, widening high-yield spreads, gold’s rally, and the U.S. dollar’s technical bounce — all framed as potential triggers that could eventually end the current market cycle.

For a copy of this week's Doll's Deliberations click on the following link November 17 or go to www.crossmarkglobal.com for additional insight and investment solutions.