Labor Market Firm and Inflation Cooling: When Will the Federal Reserve Cut Rates?
Market Sight|Lines

During the pandemic, we, other industry participants, and the Federal Reserve (Fed) discussed “distortions” in the data. These days, we’re now talking about data “normalization,” seeing various data series finally settle back around levels more consistent with those seen before the pandemic. We share an update on the labor market and inflation – the two pillars of the Fed’s dual mandate – and how these results may influence the Fed policy decision next week and interest rates going forward.

Impact of Asset Allocation
CIO Office Volatility Resources

One of the most important decisions that an investor must make is selecting the appropriate mix of assets – i.e., stocks versus bonds. The exhibit below illustrates how a portfolio’s allocation to equities versus fixed income has historically affected its overall risk and return characteristics.

Stifel Bits
A breezy, lighthearted approach to our insights

80-meter wingspan and 108-meter length: The size of the world’s largest aircraft under development in Colorado – roughly the dimensions of a FIFA regulation football field.

Weekly Market Perspectives
For the Week Ending June 6, 2025

The S&P 500 sits just below its record high as continued trade talks and cooling inflation provide optimism ahead of the Federal Reserve meeting.