Stifel SightLines Podcast

In this episode, we discuss the Fed’s year-end rate cut, what the new projections reveal about internal disagreements, and why policymakers may be preparing to pause even as labor market and inflation risks remain in play. To read this week's Sight|Lines,  click here .  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affili...

In this episode, we look at why Fed officials are split heading into the final meeting of 2025, how the labor and inflation data shape that debate, and why markets now lean toward a quarter-point cut. To read this week's Sight|Lines,  click here .  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel)....

In this episode we discuss the powerful reshoring and nearshoring trend reshaping U.S. industry, the surge in long-term capital investment, and why the reindustrialization of America may be a durable economic tailwind for years to come. To read this week's Sight|Lines,  click here .  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or it...

In this episode we break down credit cracks—from bank charge-offs to rising consumer delinquencies and private-credit liquidity—what matters, what’s noise, and why this systemic…at least yet. To read this week's Sight|Lines,  click here .  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collec...

In this episode we discuss how the U.S. labor market is cooling — not collapsing. The Fed cut rates again, citing a softening jobs picture, but the data tell a more balanced story. We look at why layoffs at major companies don’t signal crisis, how AI will reshape (not erase) work, and why a post-pandemic equilibrium may finally be taking shape. To read this week's Sight|Lines,  cl...

In this episode, we share early results for the third quarter earnings season showing positive signals so far, but possible cracks in the credit markets. To read this week's Sight|Lines, click here .  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information...

In this episode we discuss the stretched market valuations and ways to prepare for the next pullback. To read this week's Sight|Lines,  click here .  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does no...

In this episode we discuss what happens if the Fed cuts less—and more slowly—than markets expect. To read this week's Sight|Lines, click here .  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does...

In this episode we discuss how AI is reshaping cybersecurity and finance, from faster threat detection to compliance gains. To read this week's Sight|Lines, click here .  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past per...

In this episode we discuss how AI is already transforming healthcare. From imaging and drug safety to precision medicine and broader access, we explore the opportunities and the guardrails—what’s working today, what may come next, and what investors should watch. To read this week's Sight|Lines, click here .  The views expressed in this podcast may not necessarily reflect the view...

In this episode, we discuss how investors’ AI optimism will evolve to more defined monitoring for how AI investments translate to profits. To read this week's Sight|Lines, click here .  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes...

In this episode we discuss how AI is impacting jobs, with some roles reshaped, others emerging, and still others eliminated, with a big opportunity in the area of reskilling. To read this week's Sight|Lines, click here .  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is pro...

In this episode, we explore the key geopolitical risks—from trade and AI to deficits and conflict—and their impact on markets. To read this week's Sight|Lines, click here .  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only....

In this episode we discuss the headwinds and tailwinds shaping today’s markets — from tariff uncertainty and slowing growth to AI optimism and strong profit forecasts. To read this week's Sight|Lines, click here .  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication i...

In this episode we discuss the upcoming transfer of wealth and how Stifel is supporting the NextGen investor, further informed by our 2025 intern survey. To read this week's Sight|Lines, click here .  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information...

In this episode we unpack June inflation data and some labor market trends to discern when the Fed may cut rates. To read this week's Sight|Lines, click here .  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance d...

In this episode, we discuss tariffs, inflation/Fed policy, the spending bill, and our outlook for the second half of 2025. To read this week's Sight|Lines, click here .  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past perf...

This week on Sight|Lines, we revisit the Fed’s dual mandate – employment and inflation – in the context of recent data. With labor markets holding firm and inflation cooling, is the Fed ready to cut rates? We break down key indicators and preview what to expect at next week’s FOMC meeting. To read this week's Sight|Lines, click here .  The views expressed in this podca...

This week on Sight|Lines, we revisit the Fed’s dual mandate – employment and inflation – in the context of recent data. With labor markets holding firm and inflation cooling, is the Fed ready to cut rates? We break down key indicators and preview what to expect at next week’s FOMC meeting. To read this week's Sight|Lines, click here .  The views expressed in this podca...

In this episode, we discuss how industry leaders are expressing concerns about our Fiscal Trajectory, the political dynamics at play, and the implications for individual investors when the problem comes to a head in the future. To read this week's Sight|Lines, click here .  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (c...

In this episode, we unpack the positive first quarter earnings season and identify potential headwinds going forward. To read this week's Sight|Lines, click here .  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performan...

 In this episode, we discuss the short, medium, and long-term implications of Moody’s downgrade of US debt. To read this week's Sight|Lines, click here .  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performa...

In this episode, I share some helpful learnings from discussions I had with industry leaders at Stifel’s Blueprint conference, including insights on the economy, the markets, and industry innovation. To read this week's Sight|Lines, click here .  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel)....

This episode explores how negative headlines may be dampening investor confidence and economic momentum — and why underlying data and potential policy shifts suggest room for optimism. To read this week's Sight|Lines, click here .  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This comm...

In this episode, we review the first 100 days of the second Trump administration: actions, increased uncertainty, and some economic and market data. To read this week's Sight|Lines, click here .  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purp...