In this episode, we discuss the Federal Reserve's first rate hike since 2023 and the energy-driven inflation pressures behind the decision. We examine the latest economic projections, Chair Warsh's comments, the outlook for additional rate increases, and what persistently elevated interest rates could mean for markets and investors.

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 Federal Reserve's first rate hike since 2023 and the energy-driven inflation pressures behind the decision. We examine the latest economic projections, Chair Warsh's comments, the outlook for additional rate increases, and what persistently elevated interest rates could mean for markets and investors.
To read this week's Sight|Lines, <a href="https://www.stifel.com/Newsletters/AdGraphics/InSight/Sightlines/2026/SL091826.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;

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.

The Fed Raises Rates to Combat Inflation

In this episode, we discuss why long-term government bond yields have climbed to multidecade highs in the U.S. and abroad. We look at the term premium, the U.S. Fiscal Trajectory, and what it could mean for the outlook for 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 (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 why long-term government bond yields have climbed to multidecade highs in the U.S. and abroad. We look at the term premium, the U.S. Fiscal Trajectory, and what it could mean for the outlook for rates.
To read this week's Sight|Lines, <a href="https://www.stifel.com/Newsletters/AdGraphics/InSight/Sightlines/2026/SL091126.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;

Numerous Pressures Push Interest Rates Higher

In this episode, we revisit our outlook for second quarter earnings and evaluate how results have compared with expectations. We discuss the strength of earnings and revenue growth, the outsized contributions from technology and AI-related investments, and what investors should watch as questions around AI returns and elevated market expectations remain in focus.

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 revisit our outlook for second quarter earnings and evaluate how results have compared with expectations. We discuss the strength of earnings and revenue growth, the outsized contributions from technology and AI-related investments, and what investors should watch as questions around AI returns and elevated market expectations remain in focus.
To read this week's Sight|Lines, <a href="https://www.stifel.com/Newsletters/AdGraphics/InSight/Sightlines/2026/SL081726.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;

Second-Quarter Earnings: A High Bar Cleared – Mostly

In this episode, we explore what has changed at the Federal Reserve under Chair Kevin Warsh. We discuss the Fed’s shift away from forward guidance, increased policy debate, and the implications for investors.

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 explore what has changed at the Federal Reserve under Chair Kevin Warsh. We discuss the Fed&rsquo;s shift away from forward guidance, increased policy debate, and the implications for investors.
To read this week's Sight|Lines, <a href="https://www.stifel.com/Newsletters/AdGraphics/InSight/Sightlines/2026/SL080626.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 Raises Rates to Combat Inflation

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