First Quarter Earnings Season: Insights Into Forward Guidance

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 necess…

AI Will Change Our Future; It’s Transforming Our World Today

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 F…

A Strong First Quarter 2024: We’re (Still) Watching for a Slowdown

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 affili…

No March Change in Monetary Policy Will the Federal Reserve Paint Itself into a Corner?

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 (collec…

The Ides of March: Watching for a Slowdown

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 c…

The 2024 Election Supercycle Brings Into Focus an Evolving World Order

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 …

Equities Have a Strong Start in 2024, Warranting a Further Focus on Earnings

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 i…

The Federal Reserve's January Meeting Minutes Highlight Strengths and Vulnerabilities

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 nec…

Firming Consumer Inflation Renews Focus on the Federal Reserve And Earnings

In this episode we discuss how firming inflation has renewed the focus on Federal Reserve (Fed) policy, company earnings, market valuations, and the “magnificent seven” versus the rest of the market. To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessa…

Maintaining Composure During An Election Year

In this episode, we discuss what to expect from the markets in a presidential election 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 its affiliates (collectively, Stifel).  This communicat…