{"id":15409,"date":"2017-06-05T19:05:36","date_gmt":"2017-06-05T23:05:36","guid":{"rendered":"http:\/\/goldstocksforex.com\/?p=15409"},"modified":"2017-06-05T19:05:36","modified_gmt":"2017-06-05T23:05:36","slug":"upside-possibilities-look-more-likely-than-downside-risks-bob-doll","status":"publish","type":"post","link":"https:\/\/thepatientinvestor.com\/index.php\/2017\/06\/05\/upside-possibilities-look-more-likely-than-downside-risks-bob-doll\/","title":{"rendered":"Upside Possibilities Look More Likely Than Downside Risks | Bob Doll"},"content":{"rendered":"<p>From Bob Doll&#8217;s latest weekly update:<\/p>\n<blockquote><p>Investors remain highly focused on global political issues. Emmanuel Macron\u2019s victory in France has reduced some political risk in Europe, but investors are growing increasingly skeptical about President Trump\u2019s ability to deliver on his pro-growth agenda. The growing scrutiny over White House ties to Russian operatives, escalating risks of global terrorism and rising uncertainty around North Korea are all negatives for investor confidence.<\/p>\n<p>But these negatives have not offset positive global macroeconomic conditions. Global economic growth is hardly robust, but looks better than it has in several years, especially in Europe. Manufacturing activity is improving and global trade appears to be recovering. Corporate profits are also trending higher across most markets and industry sectors. Financials remain a weak spot in many areas of the world, but we expect global bond yields will rise as economic growth solidifies, which should help this sector. Finally, monetary policy remains growth- and equity-friendly. The Fed is in the midst of a rate-hiking campaign, but should continue raising rates slowly and predictably&#8230;..<\/p><\/blockquote>\n<p>Source: <a href=\"https:\/\/www.nuveen.com\/Commentary\/BobDoll\/WeeklyCommentary.aspx?utm_source=SilverpopMailing&amp;utm_medium=email&amp;utm_campaign=20170227_BobDoll_201702Template%20(15)&amp;spReportId=MTE4MDQxMTgwNAS2\">Weekly Investment Commentary from Bob Doll | Nuveen<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>From Bob Doll&#8217;s latest weekly update: Investors remain highly focused on global political issues. Emmanuel Macron\u2019s victory in France has reduced some political risk in Europe, but investors are growing increasingly skeptical about President Trump\u2019s ability to deliver on his pro-growth agenda. The growing scrutiny over White House ties to Russian operatives, escalating risks of &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/thepatientinvestor.com\/index.php\/2017\/06\/05\/upside-possibilities-look-more-likely-than-downside-risks-bob-doll\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Upside Possibilities Look More Likely Than Downside Risks | Bob Doll&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_mo_disable_npp":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[5,29,33,34],"tags":[],"class_list":["post-15409","post","type-post","status-publish","format-standard","hentry","category-economy","category-the-big-picture","category-uk-europe-countries-regions","category-us-canada-countries-regions"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Upside Possibilities Look More Likely Than Downside Risks | Bob Doll - the patient investor<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Upside Possibilities Look More Likely Than Downside Risks | Bob Doll - the patient investor\" \/>\n<meta property=\"og:description\" content=\"From Bob Doll&#8217;s latest weekly update: Investors remain highly focused on global political issues. Emmanuel Macron\u2019s victory in France has reduced some political risk in Europe, but investors are growing increasingly skeptical about President Trump\u2019s ability to deliver on his pro-growth agenda. 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We do not believe the current bull market has ended, but the pace and magnitude of the gains we\u2026","rel":"","context":"In &quot;Stock Markets&quot;","block_context":{"text":"Stock Markets","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/stock-markets\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":15370,"url":"https:\/\/thepatientinvestor.com\/index.php\/2017\/05\/30\/weekly-investment-commentary-from-bob-doll-nuveen-2\/","url_meta":{"origin":15409,"position":1},"title":"Weekly Investment Commentary from Bob Doll | Nuveen","author":"ColinTwiggs","date":"May 30, 2017","format":false,"excerpt":"Key points from Bob Doll's weekly investment summary: We believe U.S. economic growth should rebound in the second quarter and corporate earnings will remain solid. Investors remain uneasy about global macro conditions, but we believe the backdrop remains supportive for equities. We may be seeing a transition in global equity\u2026","rel":"","context":"In &quot;Stock Markets&quot;","block_context":{"text":"Stock Markets","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/stock-markets\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":16252,"url":"https:\/\/thepatientinvestor.com\/index.php\/2018\/05\/07\/bob-doll-first-quarter-earnings-continue-to-impress\/","url_meta":{"origin":15409,"position":2},"title":"Bob Doll: First quarter earnings continue to impress","author":"Colin Twiggs","date":"May 7, 2018","format":false,"excerpt":"More positive news on earnings from Bob Doll's weekly newsletter: .....2. First quarter earnings results continue to impress, helped by tax cuts. With 85% of companies reporting, earnings are ahead of expectations by an average of 7.3%.1 Earnings-per-share growth is on track for 25%.1 Were it not for the effects\u2026","rel":"","context":"In &quot;Earnings &amp; Dividends&quot;","block_context":{"text":"Earnings &amp; Dividends","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/investing\/earnings-dividends\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":14669,"url":"https:\/\/thepatientinvestor.com\/index.php\/2016\/12\/12\/factors-that-could-derail-equity-markets-bob-doll\/","url_meta":{"origin":15409,"position":3},"title":"Factors that Could Derail Equity Markets | Bob Doll","author":"ColinTwiggs","date":"December 12, 2016","format":false,"excerpt":"From Bob Doll at Nuveen Investments: ....Although we have a generally positive view toward the economy, earnings and equity markets, we think it is worth pointing out some possible risks given how quickly and how far markets have moved higher over the past month. To us, the main risk to\u2026","rel":"","context":"In &quot;Stock Markets&quot;","block_context":{"text":"Stock Markets","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/stock-markets\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":12653,"url":"https:\/\/thepatientinvestor.com\/index.php\/2015\/12\/02\/downside-risks-largely-concentrated-in-emerging-markets-pimco\/","url_meta":{"origin":15409,"position":4},"title":"Downside risks largely concentrated in emerging markets | PIMCO","author":"ColinTwiggs","date":"December 2, 2015","format":false,"excerpt":"From Joachim Fels, global economic advisor at PIMCO: ....The downside risks to the global economy today are really concentrated in emerging markets. After August, investors have been watching developments in China with particular caution. I should first note that our baseline view for China sees below-consensus growth, along with policy\u2026","rel":"","context":"In &quot;Stock Markets&quot;","block_context":{"text":"Stock Markets","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/stock-markets\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":1963,"url":"https:\/\/thepatientinvestor.com\/index.php\/2011\/11\/18\/the-anatomy-of-global-economic-uncertainty-mohamed-a-el-erian-project-syndicate\/","url_meta":{"origin":15409,"position":5},"title":"The Anatomy of Global Economic Uncertainty &#8211; Mohamed A. El-Erian &#8211; Project Syndicate","author":"ColinTwiggs","date":"November 18, 2011","format":false,"excerpt":"Mohamed A. El-Erian, CEO of PIMCO, describes four key dynamics that will shape the future of the global economy: Many economies have built up excessive debt that is now causing market instability. They have three options for de-leveraging: default, like Greece; austerity, like the UK; or \u201cfinancial repression\u201d like the\u2026","rel":"","context":"In &quot;UK &amp; Europe&quot;","block_context":{"text":"UK &amp; Europe","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/countries-regions\/uk-europe-countries-regions\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]}],"_links":{"self":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts\/15409","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/comments?post=15409"}],"version-history":[{"count":0,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts\/15409\/revisions"}],"wp:attachment":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/media?parent=15409"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/categories?post=15409"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/tags?post=15409"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}