An Update – From Vision to Value: Our Long-Term Investment Themes

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 vie…

After the Election: Challenges and Opportunities

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…

Heightened Geopolitical Risk and a Slowing Global Economy Threaten the Soft Landing

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 affi…

The Federal Reserve Cuts Rates 50 Basis Points: “Threading the Needle” Will Be Tough

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 …

Will Rate Cuts Be Enough to Sustain the Bull Market, or is a Bear Market Inevitable?

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 affilia…

Reprise: Get Ready for Market Volatility, In One Direction or the Other

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…

A Positive Earning Season

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…

Softer economic data roils markets: Setting up for a breakout market

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 i…

The U.S. Elections Take Shape: Investment Implications

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 …

The U.S. Elections Take Shape: Platform and Policy Implications

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 exp…