Risk-reward Turning Unfavorable

In this episode of Doll’s Deliberations, host Bob Doll explores the recent market downturn following a week of record highs. Learn about the factors driving the decline, including disappointing July non-farm payrolls and concerns over growth and inflation. Despite strong earnings from many companies, the market faces uncertainties, particularly from new U.S. tariff announcements and ongoing economic slowdown.

Doll discusses the implications of these developments on the risk-reward relationship in the current investment climate, arguing for greater investor caution. Explore how high valuations and expectations, notably in the tech sector, impact the overall market outlook and potential strategies to navigate these challenges.

For a copy of this week’s Doll’s Deliberations go to www.crossmarkglobal.com.