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 unpack June inflation data and some labor market trends to discern when the Fed may cut 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 r...
In this episode, we discuss tariffs, inflation/Fed policy, the spending bill, and our outlook for the second half of 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...
This week on Sight|Lines, we revisit the Fed’s dual mandate – employment and inflation – in the context of recent data. With labor markets holding firm and inflation cooling, is the Fed ready to cut rates? We break down key indicators and preview what to expect at next week’s FOMC meeting.
To read this week's Sight|Lines, click here.
The views expressed in this podcast may not necessarily ref...
This week on Sight|Lines, we revisit the Fed’s dual mandate – employment and inflation – in the context of recent data. With labor markets holding firm and inflation cooling, is the Fed ready to cut rates? We break down key indicators and preview what to expect at next week’s FOMC meeting.
To read this week's Sight|Lines, click here.
The views expressed in this podcast may not necessarily ref...
In this episode, we discuss how industry leaders are expressing concerns about our Fiscal Trajectory, the political dynamics at play, and the implications for individual investors when the problem comes to a head in the future.
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). &nbs...
In this episode, we unpack the positive first quarter earnings season and identify potential headwinds 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 futu...
In this episode, we discuss the short, medium, and long-term implications of Moody’s downgrade of US debt.
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 fut...
In this episode, I share some helpful learnings from discussions I had with industry leaders at Stifel’s Blueprint conference, including insights on the economy, the markets, and industry innovation.
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 i...
This episode explores how negative headlines may be dampening investor confidence and economic momentum — and why underlying data and potential policy shifts suggest room for optimism.
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 ...
In this episode, we review the first 100 days of the second Trump administration: actions, increased uncertainty, and some economic and market data.
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...
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...
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