

Surveillance: Market Cracks with Bob Doll
Aug 15, 2023
Bob Doll, Crossmark Global Investments Chief Investment Officer, discusses cautiousness on the markets and economy due to developing cracks. Jordan Rochester, Nomura FX Strategist, believes the ECB is done hiking. Lindsey Piegza, Stifel Chief Economist, highlights US retail sales exceeding forecast. Terry Haines, Pangaea Policy Founder, talks about Trump's indictment. Drew Reading, Bloomberg Intelligence, mentions Home Depot earnings topping estimates.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Challenges facing the economy and potential signs of a slowdown
01:41 • 8min
China's Economic Weakness and Its Impact on the UK, Europe, and the Euro
09:24 • 5min
Retail Sales Surge and Implications for the Economy
14:38 • 13min
Beliefs in External Influences, Uncertainty, and Sponsorships
27:27 • 2min
Homebuilders in a Changing Market
29:29 • 3min
Impact of Higher Interest Rates on Home Prices and Housing Supply
32:35 • 2min