Bob Doll reviews the May 11, 2026 market update: a sixth straight week of all-time highs for the S&P 500, strong earnings—especially in tech and AI—and a 16% six-week gain.

He explains how oil price volatility and Middle East tensions, centered on the Strait of Hormuz, are creating cross-currents that could boost inflation and bond yields, while central banks and investors weigh the trade-off between pro-growth positioning and tactical risk reduction.

The episode concludes with Doll's outlook: the global expansion is likely to persist if the strait reopens, but investors should watch oil, inflation, and geopolitical developments closely.

For a copy of this week's Doll's Deliberations click on the following link May 11 or go to www.crossmarkglobal.com for additional insight and investment solutions.