Bob Doll summarizes markets after a fragile Middle East ceasefire and its impact on oil, inflation, and investor positioning. Stocks rose while sectors rotated, credit spreads stayed tame, and the outlook depends on whether the ceasefire holds and energy prices cool.

Key takeaways include mixed economic data, higher payrolls, sticky price pressures, and a strategy favoring a higher stock-to-bond ratio if global growth persists — balanced with the risk of renewed conflict, inflation, or recession.

For a copy of this week's Doll's Deliberations click on the following link April 13 or go to www.crossmarkglobal.com for additional insight and investment solutions.