Stifel SightLines Podcast
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
Episodes
In this episode, we further explore how the current equity market environment isn’t that unusual, and that, as long-term investors, we should expect market weakness from time to time.
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 i...
In this episode we unpack the effect of tariffs and policy uncertainty on the stock market and interest 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 resu...
In this week’s episode, we review Trump's tariff pause and keen focus on U.S. China Competition.
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.&nbs...
In this episode, we unpack the new trade policy, the potential economic disruptions, 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 f...
In this episode, we unpack the results of the March 2025 Fed meeting against the backdrop of policy changes in Washington D.C.
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 guara...
In this episode, we discuss how Animal Spirits are fading over worries around uncertainty, and how the “hard” and “soft” data may be showing that fundamentals are holding up.
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 provi...
In this episode, give the worries about geopolitics and tariffs, we unpack some negative data signaling a possible economic slowdown, but turn as well to the positive data that reinforce our view for slowing but positive economic growth 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 (col...
In this episode, we look through the media noise to the data to help us understand how our modestly positive “base case” may unfold in 2025.
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 ...
In this episode, we dig into how pro-business policies from the incoming Trump administration has helped shape our bull-case scenario for the year.
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...
In this episode we discuss possible paths if our bear case scenario unfolds in 2025.
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 invol...
In this epsiode, we explore how the launch of a DeepSeek, a new reasoning model from a Chinese company, has shaken some assumptions in the world of artificial intelligence. With this being an example of US-China competition, we also summarize our outlook article Crossroads: Four Ways Forward. Links to our outlook content: report, video, webinar.
To read this week's Sight|Lines, click here.
In this episode, we discuss our article The World in 2035: From Vision to Value which shares 10 transformative ideas that we may experience over the next decade that are anchored in our long-term 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 (collectively, Stifel). This communi...
In this episode we summarize our outlook for the upcoming year as shared in Outlook 2025: Gravitational Shifts.
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 ...
In this episode, we offer a summary of our recently published Outlook 2025: Gravitational Shifts. Here are links to the full report, video summary, and client webinar.
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 inf...
In this final episode of 2024, we review the state of inflation, the Fed’s latest policy decision, and the economic and market implications of the Fed’s signal of slower rate cuts 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 ...
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. Inves...
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. ...
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 ...
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 r...
In this episode, we unpack the results of the 2024 U.S. elections and discuss the economic and market implications of the strong showing from the Republican Party.
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 perf...
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