This episode is a quarterly review of Q1 2026 covering market moves, geopolitical shocks, and economic outlook. Stocks and bonds retreated while oil rallied sharply after the Iran conflict; the S&P 500 fell, Nasdaq slid further, and small caps held modest gains.

Earnings were stronger-than-expected with rising 2026 EPS estimates that compressed the S&P's forward P/E as prices fell. The report discusses sector winners (energy, materials) and losers (tech, financials, consumer discretionary), the private credit risks, and shifting Fed expectations.

The show concludes with outlook and risks: higher inflation and rates, elevated recession odds if the Strait of Hormuz remains closed, and the conditions needed for the bull market to resume.

For a copy of this week's Doll's Deliberations click on the following link April 6 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Stocks fell sharply amid renewed Middle East conflict fears, with the S&P down 2% and NASDAQ extending losses. Energy and materials led gains while communication services lagged, and a choppy rally reflected hopes for ceasefire talks.

The episode explains why the war is likely to leave a lasting inflationary footprint, pushing yields higher and creating a stagflationary bias even as growth faces only modest drag. Investors should expect continued volatility, sector rotation, and higher-for-longer rates.

For a copy of this week's Doll's Deliberations click on the following link March 30 or go to www.crossmarkglobal.com for additional insight and investment solutions.

Stocks fell for a fourth week as the Middle East conflict and volatile oil prices pushed investors toward safety. Energy and financials held up while utilities, materials and consumer staples lagged, and the market is wrestling with uncertainty about energy supplies and inflation.

The Fed paused on rates while inflation remains stubbornly above targets. Crossmark recommends a cautious asset mix — neutral equities, overweight cash, and underweight bonds — expecting further near-term weakness but a likely rebound once clarity on oil and supply risks emerges.

For a copy of this week's Doll's Deliberations click on the following link March 23 or go to www.crossmarkglobal.com for additional insight and investment solutions.