Tracking Recovery: A Global Update

In this episode, we discuss the 2024 global election supercycle and how some contests may affect U.S. trade relationships, compared to China’s.

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 

See omnystudio.com/listener for privacy information.

In this episode, we connect the positive stock market results in 2024 with the latest earnings results and optimism about artificial intelligence.

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 

See omnystudio.com/listener for privacy information.

In this episode, we offer a detailed review of the minutes of the Federal Reserve Bank’s January meeting which included discussion on economic growth, inflation, and the resilience of our banking system.

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 

See omnystudio.com/listener for privacy information.

In this episode we discuss how firming inflation has renewed the focus on Federal Reserve (Fed) policy, company earnings, market valuations, and the “magnificent seven” versus the rest of the market.

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 

See omnystudio.com/listener for privacy information.

In this episode, we discuss what to expect from the markets in a presidential election 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 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 

See omnystudio.com/listener for privacy information.

In this episode, we summarize the article AI Revolution: Transforming Industries and Investments and discuss how artificial intelligence (AI) is influencing our investment decisions and changing our world.

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 

See omnystudio.com/listener for privacy information.

In this episode we review our outlook article Geopolitical Risk Dashboard: A New World, which appears in our report Outlook 2024: Embracing Change (report, video, and webinar replay).

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 

See omnystudio.com/listener for privacy information.

In this episode, we explain our bear and bull scenarios included in our report Outlook 2024: Embracing Change. Here are links to our full report, video summary, and client webinar replay.

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 

See omnystudio.com/listener for privacy information.

In this episode we discuss the details of our outlook for 2024 captured in our report Outlook 2024: Embracing Change

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 

See omnystudio.com/listener for privacy information.

In this episode, we again start the year by sharing a brief overview of our report - Outlook 2024: Embracing Change

Here are links to the report, video, and [client webinar replay].

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 

See omnystudio.com/listener for privacy information.