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Outlook 2024 | EMBRACING CHANGE
Report and Webinar Replay
Entering 2024, we observe several enduring changes in the post-pandemic world that may well require a recalibration of market expectations. Read our Outlook on the year ahead and how investors may be finding opportunities in our rapidly changing world.
Stifel Chief Investment Officer Michael O’Keeffe and Stifel Chief Washington Policy Strategist Brian Gardner discussed our market, economic, and political outlook for the year in a webinar.
› VIDEO SUMMARY
› REPORT
› WEBINAR REPLAY
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Outlook 2024 Spotlight #1:
A Brief Summary
Sight|Lines
We’re excited to start 2024, and as is our team’s practice, this week we start the year by sharing a brief overview of our Outlook 2024: Embracing Change report.
› READ
› WATCH
› LISTEN
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Favorite 15
December 2023
A selection of slides from our most recent Investment Strategy Brief discussing the geopolitical environment, Federal Reserve policy, economic environment, and the 2024 U.S. elections.
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December in Review
Monthly Market Perspectives
The S&P 500 ended the year on a positive note, up 4.54% in December, bringing the total return for 2023 to 26.29%. Strong earnings during the year, continued investor optimism for a soft landing, and a change in tone from monetary policymakers helped drive the strong return.
› READ
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Weekly Market Perspectives
For the week ending
January 5, 2024
Markets fell in the first trading week of 2024. Economic data showed that the labor market remains strong but is showing signs of easing. This week is the unofficial start of earnings season, with major financial companies reporting on Friday.
› READ
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