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Resilient Markets Amidst Growing Tensions Investment Strategy Brief
We review how the economy and markets appear resilient despite growing geopolitical tensions/hotspots and still evolving U.S. policies.
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Favorite 15 May
A selection of slides from our latest Investment Strategy Brief discussing policy, economic growth, and our bull and bear case scenarios.
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Time in the Market CIO Office Volatility Resources
A decline in your portfolio can be painful. It may even tempt you to pull money out of the market to avoid further losses. By the time you realize a rebound is underway, the best time to get back into the market may have already passed. In fact, missing the 10 best trading days over the past 20 years would have reduced your annual returns by 4.2% (annualized).
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Stifel Bits A breezy, lighthearted approach to our insights
$207,000 to $360,000: The salary range that Starbucks is advertising for someone to pilot the company’s private jet.
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Geopolitical Dashboard Geopolitical Risk in a Fragmented World
The Stifel Geopolitical Risk Dashboard aims to identify and assess the likelihood and investment considerations of key geopolitical risks and events that have the potential to create market volatility over the next three to five years.
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Potomac Perspective Washington Policy Strategy
The bromance breakup of President Trump and Elon Musk is generating headlines but is unlikely to result in meaningful changes to the “One Big Beautiful Bill.” That does not mean that some Senate Republicans won’t try to reduce spending by more than what the House proposed, but Mr. Musk’s sway among Republican voters is limited.
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Weekly Market Perspectives For the Week Ending June 6, 2025
The S&P 500 edges closer to its record high as U.S.-China talks resume and the labor market steadily cools.
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