|
How Will D.C. Policy Shifts Shape Markets?
Investment Strategy Brief
We discuss the latest policy shifts in Washington and how rising uncertainty may be weighing on business and consumer sentiment, dampening Animal Spirits and fueling concerns about an economic slowdown and stock market weakness.
› WATCH
› READ
› LISTEN
|
|
 |
March in Review
Monthly Market Perspectives
The S&P 500 entered a correction and ended March 5.63% lower on concerns over slowing economic growth, policy uncertainty, and weaker corporate guidance.
› READ
|
 |
Potomac Perspective
Washington Policy Strategy
A recent speech by Treasury Secretary Scott Bessent confirmed our expectations that the Trump administration will try to consolidate bank regulatory policy. The consolidation of power over banking regulation is a short-term positive for banks but poses a longer-term risk.
› READ
|
 |
State of the Economy:
Leading, Lagging, and Coincident Indicators
Economic Insight
Amid ample uncertainty and growing unknowns surrounding fiscal policy initiatives, the Federal Reserve opted to remain on the sidelines at the March Federal Open Market Committee meeting. Reiterating a need for further clarity about the impact of tariffs on the economy as well as inflation, the Committee emphasized they were in no rush to adjust rates, at least in the near term.
› READ
|
 |
Client Webinar: Economic
Insight LIVE
Thursday, April 10, 1:00 p.m. ET
Economic Insight LIVE
Join Stifel’s Chief Economist, Dr. Lindsey Piegza, Ph.D., as she presents her latest quarterly economic update.
› REGISTER
› DETAILS
|
 |
Stifel Bits
A breezy, lighthearted approach to our insights
288 days later – astronauts Sunita Williams and Barry Wilmore are back on Earth – cue the dramatic touchdown music. Do they get overtime pay?
› READ
|
 |
Weekly Market Perspectives
For the week ending March 28, 2025
Markets fell last week amid growing inflation worries, new auto tariffs, and mixed economic data, highlighting persistent uncertainty despite a recovery in consumer spending.
› READ
|
|
|
|
|
