Stifel SightLines
Stifel SightLines Podcast
Playlist by Stifel SightLinesStifel’s SightLines is a weekly podcast focusing on a key topic or two relevant in the current environment. The views expressed in this podcast may not necessarily reflect the views of Stifel Financi…Follow the podcast:
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The Federal Reserve Signals a Slower Rate Cut Cycle
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 …
08:16Clean
Year-End Reflections
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 communic…
08:54Clean
The Shift in Government May Impact Earnings in 2025
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 S…
06:45Clean
Tariffs, Inflation, and Federal Reserve Policy: Slow and Steady
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 vie…
08:09Clean
Looking Further at the Implications of the 2025 Transition of Power in Washington, D.C.
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 (col…
09:33Clean
Republicans Win Big in 2024: Economic and Market Implications
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 Fin…
08:30Clean
Positive Economic Results May Be Giving Way to a Slowdown Soon
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 it…
08:02Clean
2024 U.S. Elections Are Close, What Does That Mean for Investors?
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 communic…
07:32Clean
The U.S. Debt Trajectory: The Need for a Fiscal Transition
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 communicat…
05:47Clean
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…
07:52Clean