Our Second Half Outlook: The Rewiring of Growth Creates Some Heat

In this episode, we break down our updated second-half outlook and the forces reinforcing a “higher for longer” rate environment. From firmer inflation and a resilient labor market to structural shifts like AI-driven investment and fiscal pressures, we explore what’s keeping the Fed on hold - and w…

A Managed Off-Ramp Takes Shape: Markets, Inflation, and the Fed

After nearly four months of fighting, the U.S. and Iran agreed to a framework. Markets reacted: oil fell, equities hit record highs, and Treasury yields and inflation expectations eased. We break down the impact across markets and what it means for the Fed going forward. To read this week's Sight|…

Interest Rates Worries: Higher for Longer?

In this episode, we unpack the forces keeping rates elevated, from stubborn inflation and strong labor markets to rising debt, and what it means for the Fed’s next move. To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessarily reflect the views of Stif…

Supply and Demand Are Both Keeping Inflation in Focus

In this episode, we explore why inflation remains difficult to interpret - and how that uncertainty is shaping the Fed’s path, reinforcing higher-for-longer rate risks. To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessarily reflect the views of Stife…

Geopolitical Risk as a New Normal: Investing in a More Fragmented World

In this episode, we explore why geopolitical risk is becoming a persistent market force—and what it means for investors. As the world fragments, competition is reshaping supply chains and capital allocation. To read this week's Sight|Lines, click here.  The views expressed in this podcast may not…

AI and the Future of Work: Efficiency, Demand, and the Jevons Effect

In this episode, we break down the Jevons paradox and why AI may not simply replace work but reshape it. As the cost of intelligence falls, demand for analysis, coding, drafting, design, service, and research may rise, shifting how investors think about growth and productivity. To read this week's…

Artificial Intelligence: From Promise to Measured Impact

In this episode, we discuss how AI is moving from promise to measurable economic and market impact – and why investors will increasingly focus not just on how much companies spend, but whether that spending produces durable earnings, productivity, and monetization. To read this week's Sight|Lines,…

UAE Leaves OPEC: The Rising Role of the U.S. in Global Energy Markets

In this episode, we break down the UAE’s decision to leave OPEC and why it reflects a broader shift in global energy markets rather than a sudden change. 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…

The Kevin Warsh Nomination: The American Process Is Working

In this episode, we break down the Warsh nomination and why a Warsh-led Fed would likely de‑emphasize forward guidance, refocus on inflation credibility, and rely more on market signals. For investors, this would mean less prepackaged guidance and less emphasis on market choreography—requiring mark…

Iran Conflict: The Hidden Shortages That May Matter Most

In this episode, we examine upstream supply disruptions due to the U.S./Israel‑Iran conflict, why their impact can appear isolated at first, and what investors should watch as pressures move downstream. To read this week's Sight|Lines, click here.  The views expressed in this podcast may not nece…