Stifel SightLines Podcast

In this episode, we discuss how global risks like middle east wars and weak economies put the U.S. at risk of recession…and weaker 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.  Past pe...

In this episode, we unpack the results of the Fed’s September meeting, discussing how this first half point rate cut may affect the economy and markets 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 informat...

In this episode, we review the latest inflation reports and what they mean for Fed policy, recession, and a possible market correction.  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 perfo...

In this episode, we discuss positive and negative forces influencing the equity markets, and the prospect of a breakout move, in one direction or the other.  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 purpo...

In this episode, we unpack the second quarter 2024 earnings season, focusing on the positive results and other macro learnings on artificial intelligence and a possibly slowing consumer.  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...

In this episode, we discuss the drivers of recent market volatility and what we are looking for for future drivers of the market, higher or lower. 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 market and investment implications of the 2024 U.S. elections. We also invite you to watch the replay of our recent  client webinar  on the topic. 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 discuss the upcoming U.S. Elections and the platforms of the presidential candidates. We invite you to view our related  Client Webinar  on the topic, featuring Stifel’s Chief Washington Policy Strategist Brian Gardner. 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 discuss market rotation and offer an illustration of how results for a long-term investor can be eroded by chasing performance. 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 recency bias, a possible market rotation, and why some actions may be warranted and others not. 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 n...

In this episode, we discuss a recent Congressional Budget Office 2024 budget update pointing to even higher deficits and debt, and the looming Fiscal Transition  in our economy.  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 discuss meaningful power shifts in global elections and the implications for us here in the U.S. 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 guar...

n this episode, we discuss risks to the U.S. dollar status as the world’s reserve currency. 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...

In this episode, we share a summary of some of our learnings from the Stifel 2024 Blueprint conference. 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...

In this episode, we review the Stifel Financial ID, which helps clients understand themselves a little better and work even more effectively with their Stifel Financial Advisor. 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 f...

In this episode, we review firmer inflation data and the results of the latest Fed meeting, including the effects on the economy and the 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.  P...

In this episode, we continue the discussion on elections and protectionism, exploring the implications for global competition, China’s trade relations, and geopolitical hotspots. 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 discuss the optimism in the current environment around artificial intelligence, and we frame up what is expected from the first quarter earnings season, as we watch for a slowdown. 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 concepts of artificial intelligence (AI) and profile a number of exciting applications helping to fuel the growing optimism around AI. 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 informati...

In this episode, we unpack the positive results of first quarter 2024 and further our discussion about how we’re watching for a slowdown. 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...

In this episode, we unpack the results of the Fed meeting and the release of the Fed’s March Summary of Economic Projections. 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 share some insights on the current environment as we watch for a slowdown. 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 re...

In this episode, we discuss the 2024 global election supercycle and how some contests may affect U.S. trade relationships, compared to China’s. 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.  Pas...

In this episode, we connect the positive stock market results in 2024 with the latest earnings results and optimism about artificial intelligence. 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 offer a detailed review of the minutes of the Federal Reserve Bank’s January meeting which included discussion on economic growth, inflation, and the resilience of our banking system. 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 c...