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 …

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…

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…

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…

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…

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…

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…

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…

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…

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…