In this episode of Doll's Deliberations, Bob Doll discusses the positive performance of the S&P 500 amidst growing expectations of Federal Reserve interest rate cuts and clarity around tariffs. Despite concerns about stagflation, certain sectors like technology and communication services have shown impressive growth. The episode delves into the investment landscape, questioning whether the bull market is in its 'extra innings' due to abundant liquidity and global monetary policies acting as buffers against higher tariffs. It emphasizes the importance of sustaining corporate profits and labor demand in navigating economic uncertainties. Key insights include expectations for future economic growth, potential inflation impacts, and the influence of U.S. trade policies. With equity markets at elevated valuations, the discussion underscores the need for caution amidst global economic complexities. For a copy of this week's Doll's Deliberations click on the following link August 11 or go to www.crossmarkglobal.com for additional insight and investment solutions.