Stifel SightLines Podcast

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...

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...

In this episode, we discuss the latest developments in the Middle East and what they could mean for investors. We explore the relationship between geopolitical tensions, diplomacy, and markets, and why the road to a...

In this episode, we discuss how Chair Kevin Warsh is reshaping the Federal Reserve's playbook. From shorter statements and less forward guidance to a comprehensive review of the Fed's key functions, we examine what may...

In this episode, we explore why earnings season matters more than ever. With stocks at record highs and expectations elevated, investors will be looking to see whether strong profit growth can justify the market's...

<p>In this episode, we explore why earnings season matters more than ever. With stocks at record highs and expectations elevated, investors will be looking to see whether strong profit growth can justify the market's...

<p>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...

In this episode, we break down our updated second-half outlook and the forces reinforcing a &ldquo;higher for longer&rdquo; rate environment. From firmer inflation and a resilient labor market to structural shifts like...

<p>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...

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...

<p>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.</p> <p>To read this week's Sight|Lines, click...

<p>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.</p> <p>To read this week's Sight|Lines, click...

<p>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.</p>...

<p>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...

<p>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...