The Fed's Focus on the labor market (at the expense of inflation) paves the way for a rate cut

In this episode Bob Doll reviews the latest market moves, noting a record-setting stock rally amid a dovish Fed poised to cut rates even as core inflation remains stubborn and hiring cools. He explains how tariffs, slower immigration-driven labor growth, and strong corporate profits are shaping a slow-growth, mildly inflationary backdrop.

Listeners will learn why markets are upbeat despite valuation risks, what indicators to watch (inflation, employment, bond yields), and how monetary and fiscal policy may influence risk assets in the months ahead.

For a copy of this week's Doll's Deliberations click on the following link September 15 or go to www.crossmarkglobal.com for additional insight and investment solutions.