Becoming More Concerned

Becoming More Concerned

Last week’s inflation reports evidence that the glide path for a return to 2% inflation is not unfolding the ways the bulls and the Fed have been anticipating.

5 min read
Bob Doll on CNBC

Bob Doll on CNBC

Bob Doll, CFA, Crossmark Global Investments CEO/CIO, joined CNBC's 'Squawk on the Street' to discuss why valuations aren't more of a concern, his guidance on a recession, and more.

Priced for Perfection?

Priced for Perfection?

Equities have benefitted from investors upgrading their economic and earnings growth estimates after the consensus was too cautious at the start of the year.

Rate Cuts Continue to Be Pushed Back in Time

Rate Cuts Continue to Be Pushed Back in Time

Capital markets have moved with expectations regarding the Fed swinging from undue fears of excessive tightening in 2022 and most of 2023 to over optimism about rate cuts going forward, although expectations have receded significantly since mid-January.