Economic and Market Insights From the March Federal Reserve Meeting

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 (colle…

Animal Spirits Are in Focus: A Look at Some Soft and Hard Data

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…

While Some Caution Is Warranted, There’s No Need for Panic

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.  …

Signals From the Noise: How Our 2025 Base Case Might Unfold

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 aff…

Putting Our Bull Case Scenario in Focus: Investment Topics for Optimistic Investors

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…

Putting Bear Case Scenarios in Focus: Investment Ideas for Times of Trouble

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 p…

DeepSeek, AI, and U.S.-China Competition

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…

Outlook 2025 Spotlight No. 3: The World in 2035: From Vision to Value

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 nec…

Outlook 2025 Spotlight No. 2: Our Outlook for the Year

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…

Outlook 2025 Spotlight No. 1: A Brief Summary

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…