Allocation Insights
Q4 2024

The U.S. economy continues to show resilience despite higher prices, still-high borrowing costs, and a cooling labor market. Economic data suggests growth was above 2% (annualized) in the third quarter, and economists expect a similar run rate in the fourth quarter.

Potomac Perspective
Washington Policy Strategy

Among the most common questions we field from clients are “when will we know the outcome of the presidential election” and “will there be chaos if the results are contested.” The second question suggests not only concerns about the civic response to a contested outcome, but also concern about the financial market’s response.

After a “Strong Start,” What’s Next?
Economic Insight

Driven by the fear of impending weakness in the labor market, the Fed opted to cut interest rates by a larger-than-expected 50 bps at last month’s meeting. Since that policy pivot, however, the data have come in surprisingly strong, calling into question not only the rationale for the Fed’s decision, but also the need for additional cuts in the near term.

Stifel Bits
A breezy, lighthearted approach to our insights

2: The increase in number of hours between 2003 and 2022 that people between the ages of 15 and 34 spent at home.

Weekly Market Perspectives
For the week ending October 25, 2024

The soft landing scenario gained support from last week’s strong retail sales and better-than-expected company earnings, propelling the S&P 500 to its sixth consecutive week of gains.