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Good Earnings Reports are Being Met with a Yawn
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This episode reviews last week’s market pullback after three weeks of gains, highlighting sector winners and losers, breadth concerns, and subdued investor reactions to strong earnings.
Bob Doll explains the macro backdrop—solid global growth, high valuations, and expectations for fewer Fed cuts—then offers a cautious view: diversify portfolios as returns may be lower over the next 6–12 months despite rising earnings.
For a copy of this week's Doll's Deliberations click on the following link November 10 or go to www.crossmarkglobal.com for additional insight and investment solutions.
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