In this episode, we share a summary of some of our learnings from the Stifel 2024 Blueprint conference.

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 communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com

In this episode, we share a summary of some of our learnings from the Stifel 2024 Blueprint conference.
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To read this week's Sight|Lines, <a href="https://www.stifel.com/Newsletters/AdGraphics/InSight/Sightlines/2024/SL052424.pdf">click here</a>. 
<hr>
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus &amp; Company, Incorporated | Member SIPC &amp; NYSE | <a href="http://www.stifel.com">www.stifel.com</a>

Stifel’s SightLines is a weekly podcast focusing on a key topic or two relevant in the current environment.

The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com

Stifel&rsquo;s SightLines is a weekly podcast focusing on a key topic or two relevant in the current environment.
<hr>
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). &nbsp;This communication is provided for information purposes only.&nbsp; Past performance does not guarantee future results.&nbsp; Investing involves risk, including the possible loss of principal. &nbsp;Asset allocation and diversification do not ensure a profit or protect against loss.&nbsp; &copy; Stifel, Nicolaus &amp; Company, Incorporated | Member SIPC &amp; NYSE | <a href="http://www.stifel.com/">www.stifel.com</a>

Stifel SightLines Podcast

Stifel SightLines

Listen to this week's SightLines podcast by Stifel Investment Strategy.

Learnings From the Stifel Blueprint Conference

In this episode, we discuss how it is important to prepare for an extended conflict in the middle east, and how such a prolonged conflict may impact our lives…and our markets.

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 communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com 

In this episode, we discuss how it is important to prepare for an extended conflict in the middle east, and how such a prolonged conflict may impact our lives&hellip;and our markets.
To read this week's Sight|Lines,&nbsp;<a href="https://www.stifel.com/Newsletters/AdGraphics/InSight/Sightlines/2026/SL032726.pdf">click here</a>.&nbsp;
<hr>
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). &nbsp;This communication is provided for information purposes only.&nbsp; Past performance does not guarantee future results.&nbsp; Investing involves risk, including the possible loss of principal. &nbsp;Asset allocation and diversification do not ensure a profit or protect against loss.&nbsp; &copy; Stifel, Nicolaus &amp; Company, Incorporated | Member SIPC &amp; NYSE | <a href="http://www.stifel.com">www.stifel.com</a>&nbsp;

Global Impacts of the U.S./Israel-Iran Conflict

In this episode we discuss how markets are reacting to fast moving military actions in the Middle East, with the Fed feeling pressure to hike AND cut rates. We unpack the recent Fed meeting, the latest market reactions to tht conflict, and implications for future Fed policy.

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 communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com 

In this episode we discuss how markets are reacting to fast moving military actions in the Middle East, with the Fed feeling pressure to hike AND cut rates. We unpack the recent Fed meeting, the latest market reactions to tht conflict, and implications for future Fed policy.
To read this week's Sight|Lines,&nbsp;<a href="https://www.stifel.com/Newsletters/AdGraphics/InSight/Sightlines/2026/SL032026.pdf">click here</a>.&nbsp;
<hr>
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). &nbsp;This communication is provided for information purposes only.&nbsp; Past performance does not guarantee future results.&nbsp; Investing involves risk, including the possible loss of principal. &nbsp;Asset allocation and diversification do not ensure a profit or protect against loss.&nbsp; &copy; Stifel, Nicolaus &amp; Company, Incorporated | Member SIPC &amp; NYSE | <a href="http://www.stifel.com">www.stifel.com</a>&nbsp;

The Fed Holds Rates Steady As Financial Conditions Tighten And Markets Further React to the Conflict

In this episode, we discuss the strategic off-ramps for the U.S./Israel-Iran war. We’ve seen energy prices and inflation fears rise, but the long-term outlook depends on which of our four scenarios unfolds. We analyze the motivations of each party and share our probability-weighted views on the path forward for global markets. Check out Sight|Lines to unpack these events.

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 communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com 

In this episode, we discuss the strategic off-ramps for the U.S./Israel-Iran war. We&rsquo;ve seen energy prices and inflation fears rise, but the long-term outlook depends on which of our four scenarios unfolds. We analyze the motivations of each party and share our probability-weighted views on the path forward for global markets. Check out Sight|Lines to unpack these events.
To read this week's Sight|Lines,&nbsp;<a href="https://www.stifel.com/Newsletters/AdGraphics/InSight/Sightlines/2026/SL031326.pdf">click here</a>.&nbsp;
<hr>
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). &nbsp;This communication is provided for information purposes only.&nbsp; Past performance does not guarantee future results.&nbsp; Investing involves risk, including the possible loss of principal. &nbsp;Asset allocation and diversification do not ensure a profit or protect against loss.&nbsp; &copy; Stifel, Nicolaus &amp; Company, Incorporated | Member SIPC &amp; NYSE | <a href="http://www.stifel.com">www.stifel.com</a>&nbsp;

Learnings From the Stifel Blueprint Conference

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