CIO Weekly

Don’t Wait for the Pullback: Steps to Take in a Resilient Market
Market Sight|Lines

We review the Federal Reserve policy action against data on inflation, the labor market, and the economy, considering what may happen if the Fed cuts less quickly, or less deeply, than investors expect.

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Potomac Perspective
Washington Policy Strategy

The shutdown grinds on, but markets continue to ignore the headlines. The economic impact remains limited and mostly temporary. The lack of urgency or pressure to reopen the government suggests that the stalemate could last at least another week.

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Stifel Bits
A breezy, lighthearted approach to our insights

$342 million: The New York Mets’ payroll ... for a team that missed the playoffs. Money can’t buy wins, apparently.

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Weekly Market Perspectives
For the week ending October 10, 2025

Equity markets declined amid renewed trade tensions and alternative labor indicators suggesting ongoing softening in employment trends.

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