Bob Doll reviews a week of rising stocks and sectors led by utilities, healthcare, and real estate, while rising bond yields and the Iran conflict create fresh market risks.

The episode examines whether high bond yields can coexist with high stock prices, highlights the impact of energy shocks and AI-driven earnings, and concludes that solid corporate profits and accommodative policy support markets — but a prolonged Strait of Hormuz disruption or further yield increases could trigger a correction.

For a copy of this week's Doll's Deliberations click on the following link May 26 or go to www.crossmarkglobal.com for additional insight and investment solutions.