Will Rate Cuts Be Enough to Sustain the Bull Market, or is a Bear Market Inevitable?

In this episode, we review the latest inflation reports and what they mean for Fed policy, recession, and a possible market correction.  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 affilia…

Reprise: Get Ready for Market Volatility, In One Direction or the Other

In this episode, we discuss positive and negative forces influencing the equity markets, and the prospect of a breakout move, in one direction or the other.  To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial…

A Positive Earning Season

In this episode, we unpack the second quarter 2024 earnings season, focusing on the positive results and other macro learnings on artificial intelligence and a possibly slowing consumer.  To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessarily reflect…

Softer economic data roils markets: Setting up for a breakout market

In this episode, we discuss the drivers of recent market volatility and what we are looking for for future drivers of the market, higher or lower. 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 U.S. Elections Take Shape: Investment Implications

In this episode, we discuss the market and investment implications of the 2024 U.S. elections. We also invite you to watch the replay of our recent client webinar on the topic. To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessarily reflect the views …

The U.S. Elections Take Shape: Platform and Policy Implications

In this episode, we discuss the upcoming U.S. Elections and the platforms of the presidential candidates. We invite you to view our related Client Webinar on the topic, featuring Stifel’s Chief Washington Policy Strategist Brian Gardner. To read this week's Sight|Lines, click here.  The views exp…

The Speed of Market Rotation: Staying the Course

In this episode, we discuss market rotation and offer an illustration of how results for a long-term investor can be eroded by chasing performance. 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 …

Markets Are Poised for Rotation: What To Do, and Not To Do

In this episode, we discuss recency bias, a possible market rotation, and why some actions may be warranted and others not. 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 (collecti…

One Headwind to AI Optimism: The Looming U.S. Fiscal Transition

In this episode, we discuss a recent Congressional Budget Office 2024 budget update pointing to even higher deficits and debt, and the looming Fiscal Transition in our economy.  To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessarily reflect the views…

The 2024 Global Election Supercycle: Implications for the U.S. Elections

In this episode, we discuss meaningful power shifts in global elections and the implications for us here in the U.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 affiliates (collectively, S…