A Diversity Of Thinking: The Fed Will Debate, But Will It Cut?

In this episode, we look at why Fed officials are split heading into the final meeting of 2025, how the labor and inflation data shape that debate, and why markets now lean toward a quarter-point cut. To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necess…

U.S. Reshoring and Nearshoring: A Sustainable Economic Tailwind

In this episode we discuss the powerful reshoring and nearshoring trend reshaping U.S. industry, the surge in long-term capital investment, and why the reindustrialization of America may be a durable economic tailwind for years to come. To read this week's Sight|Lines, click here.  The views expr…

A Credit Market Check-In: Limited Risks or Systemic Issues?

In this episode we break down credit cracks—from bank charge-offs to rising consumer delinquencies and private-credit liquidity—what matters, what’s noise, and why this systemic…at least yet. To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessarily ref…

The Job Market Is Cooling, Not Collapsing

In this episode we discuss how the U.S. labor market is cooling — not collapsing. The Fed cut rates again, citing a softening jobs picture, but the data tell a more balanced story. We look at why layoffs at major companies don’t signal crisis, how AI will reshape (not erase) work, and why a post-pa…

Third Quarter Earnings: Signs of Trouble or Resilience?

In this episode, we share early results for the third quarter earnings season showing positive signals so far, but possible cracks in the credit 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 Cor…

Don’t Wait for the Pullback: Steps to Take in a Resilient Market

In this episode we discuss the stretched market valuations and ways to prepare for the next pullback. 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 c…

What if the Fed Disappoints? Consider the Market Implications

In this episode we discuss what happens if the Fed cuts less—and more slowly—than markets expect. 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 commu…

Artificial Intelligence in the Digital Realm: Security and Finance

In this episode we discuss how AI is reshaping cybersecurity and finance, from faster threat detection to compliance gains. 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…

Artificial Intelligence in Healthcare: Early Results and Future Potential

In this episode we discuss how AI is already transforming healthcare. From imaging and drug safety to precision medicine and broader access, we explore the opportunities and the guardrails—what’s working today, what may come next, and what investors should watch. To read this week's Sight|Lines, c…

Artificial Intelligence as a New Tailwind: Productivity, Power, and Profits

In this episode, we discuss how investors’ AI optimism will evolve to more defined monitoring for how AI investments translate to profits. 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 affil…