Allocation Insights
Q2 2024

U.S. equity markets continue to ride a wave of optimism anchored on the strength of the U.S. economy and the potential of artificial intelligence. As we look forward to the rest of 2024, we challenge ourselves to think differently. Learn how we are positioning portfolios.

Potomac Perspective
Washington Policy Strategy

An annual report on the financial condition of Social Security and Medicare forecasts the programs’ trust funds will cease to be fully funded by 2033 and 2036, respectively. Although that does not seem like much time to a lot of people, it is light years away for Congress. We don’t expect serious action to remedy the situation until at least after the 2028 elections.

Special Edition Economic Insights A Closer Look: Artificial Intelligence: Helpful or Harmful to Workers and Businesses?
Economic Insights

While the earliest notable work in the field of AI dates back to the 1930s, it is only in the past few years that AI has captured public attention. However, what is it really? We rely on various technologies every day, including computers and smartphones, so what makes AI different or revolutionary?

Stifel Bits
A breezy, lighthearted approach to our insights

Not the interns! Tesla rescinded offers to interns three weeks before they were supposed to start.

Weekly Market Perspectives
For the week ending May 10, 2024

U.S. equity markets rose for a third consecutive week, with the S&P 500 approaching its all-time high. Last week was light with economic data, but consumer credit figures provided an important data point. Federal Reserve officials also continued to communicate higher rates for longer as the economy and the labor market remain strong.