New Hope in the Continued Bumpy Ride of War

About this episode

The episode discusses the impact of ongoing Middle East conflict on inflation and market volatility.

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.

Topics covered

• Middle East conflict
• inflation
• stagflation
• investing
• volatility

Keywords

• S&P
• NASDAQ
• energy
• materials
• sector rotation
• higher rates

Mentioned in this episode

Places: Middle East

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