Inflation Firms a Little, but Softening Job Market Data May Still Lead to Fed Cuts

In this episode we unpack June inflation data and some labor market trends to discern when the Fed may cut rates. 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, Stif…

Our Second Half Outlook: Animal Spirits Are Proving to Be a Driving Force in 2025

In this episode, we discuss tariffs, inflation/Fed policy, the spending bill, and our outlook for the second half of 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 (collectiv…

Middle East War: Risks of Further Escalation, Higher Inflation, and Economic/Market Fallout

This week on Sight|Lines, we revisit the Fed’s dual mandate – employment and inflation – in the context of recent data. With labor markets holding firm and inflation cooling, is the Fed ready to cut rates? We break down key indicators and preview what to expect at next week’s FOMC meeting. To read…

Labor Market Firm and Inflation Cooling: When Will the Federal Reserve Cut Rates?

This week on Sight|Lines, we revisit the Fed’s dual mandate – employment and inflation – in the context of recent data. With labor markets holding firm and inflation cooling, is the Fed ready to cut rates? We break down key indicators and preview what to expect at next week’s FOMC meeting. To read…

U.S. Fiscal Challenges: Growing Spotlight on an Unsustainable Path

In this episode, we discuss how industry leaders are expressing concerns about our Fiscal Trajectory, the political dynamics at play, and the implications for individual investors when the problem comes to a head in the future. To read this week's Sight|Lines, click here.  The views expressed in …

Strong Q1 Earnings, but Are We Seeing the First Cracks?

In this episode, we unpack the positive first quarter earnings season and identify potential headwinds going forward. 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, …

U.S. Debt May Be “Money Good” For Now But the Downgrade is Another Negative Signal

 In this episode, we discuss the short, medium, and long-term implications of Moody’s downgrade of US debt. 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).  …

Helpful Insights from Stifel’s Blueprint Conference: The Economy, Markets, and Innovation

In this episode, I share some helpful learnings from discussions I had with industry leaders at Stifel’s Blueprint conference, including insights on the economy, the markets, and industry innovation. To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessa…

Negative Headlines Threaten Confidence, but U.S. Resilience May Prevail

This episode explores how negative headlines may be dampening investor confidence and economic momentum — and why underlying data and potential policy shifts suggest room for optimism. To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessarily reflect th…

Trump 2.0’s First 100 Days: Actions, Uncertainty, and Mixed Data

In this episode, we review the first 100 days of the second Trump administration: actions, increased uncertainty, and some economic and market data. 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…