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 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 final episode of 2024, we review the state of inflation, the Fed&rsquo;s latest policy decision, and the economic and market implications of the Fed&rsquo;s signal of slower rate cuts going forward.
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To read this week's Sight|Lines, <a href="https://www.stifel.com/Newsletters/AdGraphics/InSight/Sightlines/2024/SL121324.pdf">click here</a>.&nbsp;
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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;

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

The Federal Reserve Signals a Slower Rate Cut Cycle

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 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 reflect on 2024 and look to 2025 on the economy, markets, and geopolitics.
<hr>
To read this week's Sight|Lines, <a href="https://www.stifel.com/Newsletters/AdGraphics/InSight/Sightlines/2024/SL121324.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;

Year-End Reflections

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 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 review the results of the third quarter earnings season and the implications for earnings given the anticipated policies of the incoming administration.
<hr>
To read this week's Sight|Lines, <a href="https://www.stifel.com/Newsletters/AdGraphics/InSight/Sightlines/2024/SL120624.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>

The Shift in Government May Impact Earnings in 2025

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 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 recently firmer inflation reports, the potential impact of tariffs imposed by the new administration, and the implications on Fed policy going forward.
<hr>
To read this week's Sight|Lines, <a href="https://www.stifel.com/Newsletters/AdGraphics/InSight/Sightlines/2024/SL112524.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>

Tariffs, Inflation, and Federal Reserve Policy: Slow and Steady

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 (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 provide a summary of the initial economic and market implications of the upcoming transition of power in DC.
<hr>
To read this week's Sight|Lines, <a href="https://www.stifel.com/Newsletters/AdGraphics/InSight/Sightlines/2024/SL110824.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>

Looking Further at the Implications of the 2025 Transition of Power in Washington, D.C.

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 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 unpack the results of the 2024 U.S. elections and discuss the economic and market implications of the strong showing from the Republican Party.
<hr>
To read this week's Sight|Lines, <a href="https://www.stifel.com/Newsletters/AdGraphics/InSight/Sightlines/2024/SL110824.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>

Republicans Win Big in 2024: Economic and Market Implications

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 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 strong advance estimate of third quarter U.S. GDP along with mixed data showing a possibly softening jobs market.
<hr>
To read this week's Sight|Lines, <a href="https://www.stifel.com/Newsletters/AdGraphics/InSight/Sightlines/2024/SL110124.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>

Positive Economic Results May Be Giving Way to a Slowdown Soon

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 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 upcoming U.S. elections and the market/investment implications.
<hr>
To read this week's Sight|Lines, <a href="https://www.stifel.com/Newsletters/AdGraphics/InSight/Sightlines/2024/SL102524.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>

2024 U.S. Elections Are Close, What Does That Mean for Investors?

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 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 U.S. fiscal trajectory and the need for a fiscal transition. 
<hr>
To read this week's Sight|Lines, <a href="https://www.stifel.com/Newsletters/AdGraphics/InSight/Sightlines/2024/SL101824.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>

The U.S. Debt Trajectory: The Need for a Fiscal Transition

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 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 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.
<hr>
To read this week's Sight|Lines, <a href="https://www.stifel.com/Newsletters/AdGraphics/InSight/Sightlines/2024/SL101124.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>

An Update –  From Vision to Value:  Our Long-Term Investment Themes

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

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