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;

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.

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>

Year-End Reflections

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