The Fed Hold Steady Even as Inflation Moves Higher

In this episode, we unpack higher inflation in August and the September Fed meeting, which has investors now expecting rates to stay higher for longer. 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.…

Three Cracks in the Strong Labor Market

In this episode, we summarize three cracks that are emerging in an otherwise strong job 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 communi…

Dates to Watch, and Volatility: Again, It’s Time In, Not Timing the Market

In this episode, we discuss data we’ll be watching for the balance of the year, the potential for higher volatility, and a study reminding us that time in the market is better than timing the market. To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessa…

A New Market Rate Regime? Data and Sentiment Say Yes

In this episode, we discuss the potential that we're a higher interest rate regime and some of the potential drivers of higher 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…

U.S. Equity Earnings: Signs of Strength…and Weakness

In this episode, we share an update on stock earnings, including areas of strength and weakness, and a view looking 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 (collect…

Keep Composure as Equity Market Volatility Increases in the Second Half: Three Positive Forces

In this episode, we discuss where the markets may go through the balance of the year, including the prospect of increased volatility, lower market levels, and yet three positive forces for stocks. To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessaril…

The Short-, Medium-, and Long-Term Implications of the U.S. Debt Downgrade

In this episode, we review Fitch Ratings’ downgrade of U.S. government debt and the short, medium, and long-term implications of this action. 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 af…

Our Focus for the Second Half of 2023: A Summary of a Recent Client Webinar

In this episode, we share a summary of our recent client webinar: Our Focus for the Second Half of 2023. To watch the full replay of Our Focus for the Second Half of 2023 webinar, click here.  To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessarily r…

Our Long-Term Investment Themes: Stifel Summer Interns Weigh In

In this episode, we review the results of our 2023 Summer Intern Survey and how they relate to 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 (coll…

Hovering Around the Line: Inflation Approaches 2%

In this episode, we discuss June 2023 inflation reports and the upcoming July Fed meeting. 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 communicatio…