Stifel SightLines Podcast

In this episode, we further explore how the current equity market environment isn’t that unusual, and that, as long-term investors, we should expect market weakness from time to time. 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 commu...

In this episode we unpack the effect of tariffs and policy uncertainty on the stock market and interest 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 does...

In this week’s episode, we review Trump's tariff pause and keen focus on U.S. China Competition. 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 not gua...

In this episode, we unpack the new trade policy, the potential economic disruptions, and the implications for investors. 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 perfor...

In this episode, we unpack the results of the March 2025 Fed meeting against the backdrop of policy changes in Washington D.C. 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...

In this episode, we discuss how Animal Spirits are fading over worries around uncertainty, and how the “hard” and “soft” data may be showing that fundamentals are holding up. 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).  T...

In this episode, give the worries about geopolitics and tariffs, we unpack some negative data signaling a possible economic slowdown, but turn as well to the positive data that reinforce our view for slowing but positive economic growth 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 Co...

In this episode, we look through the media noise to the data to help us understand how our modestly positive “base case” may unfold in 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...

In this episode, we dig into how pro-business policies from the incoming Trump administration has helped shape our bull-case scenario for the year.  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 possible paths if our bear case scenario unfolds in 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 performance does not guarantee future resu...

In this epsiode, we explore how the launch of a DeepSeek, a new reasoning model from a Chinese company, has shaken some assumptions in the world of artificial intelligence. With this being an example of US-China competition, we also summarize our outlook article  Crossroads: Four Ways Forward . Links to our outlook content:  report ,  video ,  webinar . To read this week's Sigh...

In this episode, we discuss our article  The World in 2035: From Vision to Value  which shares 10 transformative ideas that we may experience over the next decade that are anchored in our long-term themes. 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,...

In this episode we summarize our outlook for the upcoming year as shared in  Outlook 2025:  Gravitational Shifts . 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 pe...

In this episode, we offer a summary of our recently published  Outlook 2025: Gravitational Shifts . Here are links to the  full report ,  video summary , and  client webinar . 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...

In this final episode of 2024, we review the state of inflation, the Fed’s latest policy decision, and the economic and market implications of the Fed’s signal of slower rate cuts 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)....

In this episode, we reflect on 2024 and look to 2025 on the economy, markets, and geopolitics. 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 not guarantee f...

In this episode, we review the results of the third quarter earnings season and the implications for earnings given the anticipated policies of the incoming administration. 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 in...

In this episode, we discuss recently firmer inflation reports, the potential impact of tariffs imposed by the new administration, and the implications on Fed policy 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...

In this episode, we provide a summary of the initial economic and market implications of the upcoming transition of power in DC. 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 unpack the results of the 2024 U.S. elections and discuss the economic and market implications of the strong showing from the Republican Party. 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 strong advance estimate of third quarter U.S. GDP along with mixed data showing a possibly softening jobs market. 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.  P...

In this episode we discuss the upcoming U.S. elections and the market/investment implications. 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 not guarantee future results. ...

In this episode we discuss the U.S. fiscal trajectory and the need for a fiscal transition.  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 not guarantee future results.  I...

In this episode we turn our attention away from short term issues and focus on the long term with a discussion of our report  From Vision to Value: Our Long Term Investment Themes . 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 provid...

With the election coming up, investors are on edge, focused on the near term. But in this episode, we look past the election to issues important to our future, like military conflict, U.S.-China competition, and our government's fiscal trajectory. 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...