|
Relating Issues in the Current Environment: Stifel’s Geopolitical Risk Dashboard
Market Sight|Lines
From trade tensions with China to firmer inflation and concerns about the U.S. being on an unsustainable fiscal trajectory, the developments in today’s environment may serve as a catalyst for some of these risks to unfold. We discuss some of the key issues in the current environment that could lead to economic and market troubles if left unresolved or allowed to worsen.
› READ
› WATCH
› LISTEN
|
|
 |
Stifel Bits
A breezy, lighthearted approach to our insights
2.86%: The annual increase in the Bloomberg U.S. Bacon, Egg, and Cheese Sandwich with Coffee Price Index in July.
› READ
|
 |
Favorite 15
August 2025
A selection of slides from our latest Investment Strategy Brief discussing geopolitics and economic data.
› READ
|
 |
Special Edition: Housing Market Update
Economic Insight
The U.S. housing sector has faced many challenges in recent years, including elevated mortgage rates, low inventories, and high prices. While a quick reversal in housing market trends is not expected, some recent metrics have shown slight improvement that could offer relief to potential home buyers. We take a closer look at the U.S. housing market.
› READ
|
 |
Weekly Market Perspectives
For the week ending August 22, 2025
A strong Friday rally after Federal Reserve Chairman Jerome Powell’s speech helped the S&P 500 rise 0.27% last week. Meanwhile, major retailers reported earnings, noting resilient U.S. consumer spending.
› READ
|
 |
Impact of Asset Allocation
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. A portfolio’s allocation to equities versus fixed income has historically affected its overall risk and return characteristics.
› READ
|
|
|
|
|
