Stifel Investment Strategy Brief
Stifel Investment Strategy Brief Podcast
Playlist by Stifel Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team. Discussion topics include: Macroeconomic a…Follow the podcast:
17 clip(s) in playlist
Investment Strategy Brief | November 2023
In this month’s Investment Strategy Brief, we discuss cooling inflation, Fed policy, a stronger-than-expected economy, and continued tensions with things like Fiscal Transition and geopolitics. View the Investment Strategy Brief slides related to this episode, here Watch the video related to this…
17:35Clean
Investment Strategy Brief | October 2023
In this episode, we discuss the implications of the Israel-Hamas war as well as the concept of Fiscal Transition, whereby consumers, businesses, and our government must improve their management of debt going forward. View the Investment Strategy Brief slides related to this episode, here Watch th…
24:11Clean
Investment Strategy Brief | September 2023
In this month’s Investment Strategy Brief, we discuss the prospect of a “soft landing” for the U.S. economy given firming inflation. We share an update on the key factors influencing the economy and markets going forward. View the Investment Strategy Brief slides related to this episode, here Wat…
18:50Clean
Investment Strategy Brief | July 2023
In this episode, we share our 2023 mid-year update, discussing inflation, Fed policy, the economy, and markets. View the Investment Strategy Brief slides related to this episode, here Watch the video related to this episode, here The views expressed in this podcast may not necessarily reflect th…
20:28Clean
Investment Strategy Brief | June 2023
In this episode, we discuss the new bull market and briefly review how we got here, where we’re going, and the related risks and opportunities. View the Investment Strategy Brief slides related to this episode, here Watch the video related to this episode, here The views expressed in this podcas…
24:33Clean
Investment Strategy Brief | May 2023
In this episode, we discuss the growing wide range of industry views about the prospect of recession and other topics. View the Investment Strategy Brief slides related to this episode, here Watch the video related to this episode, here The views expressed in this podcast may not necessarily re…
22:30Clean
Investment Strategy Brief | April 2023
In this episode, we review some signposts we identified in our outlook for 2023, including an update on China, the labor market, inflation, and market results. View the Investment Strategy Brief slides related to this episode, here Watch the video related to this episode, here The views expresse…
15:14Clean
Investment Strategy Brief | March 2023
In this episode, we discuss the recent bank failures, Fed policy, the prospect of recession, and what this all means for markets. View the Investment Strategy Brief slides related to this episode, here Watch the video related to this episode, here The views expressed in this podcast may not nece…
17:01Clean
Investment Strategy Brief | February 2023
In this episode, we share an update on investor sentiment given firmer-than-expected January inflation reports, and the idea that some of the optimism we saw in January is fading. View the Investment Strategy Brief slides related to this episode, here Watch the video related to this episode, here…
15:19Clean
Investment Strategy Brief | January 2023
In this episode we review our outlook report, Outlook 2023: Finding Balance, setting the stage for the coming year. Here are links to the full report, video summary, and client webinar replay. View the Investment Strategy Brief slides related to this episode, here Watch the video related to this …
19:25Clean