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Stifel Insights

Last published 5d ago

  • 5d agoSFIVE TIPS TO NAVIGATE A BEAR MARKETStifel InsightsWhen stocks enter a bear market, dropping more than 20% from their recent peak, losses may feel like they’ll never end. Some investors even panic and make irrational investment decisions that may jeopardize long-term goals and objectives. Here are five tips to help you navigate a bear market.
  • 5d agoARMQCOMMarket PulseStifel InsightsGlobal markets opened the week risk-off as the U.S.-Israel military operation against Iran escalated into a widening regional conflict. Stay current on market developments with timely commentary.
  • 5d agoThe World in 2035: From Vision to ValueStifel InsightsThroughout history, even the most brilliant minds have made predictions that have not quite stood the test of time. Yet, for investors, anticipating the megatrends influencing the economy and markets is crucial for successful investing. This year, we set out to imagine how our long-term investment themes could shape the world of 2035, exploring their transformative potential. Here are 10 ways how ...
  • 5d agoSFUPSBBYFDS+7Caution or Optimism: Can AI Counter a Potential Economic Slowdown?Stifel InsightsApril Investment Strategy Brief We delve into continued inflationary pressures, Fed policy, and the health of the U.S. consumer. We also examine the rally in commodity prices, the global election supercycle, and related investment implications.
  • 5d agoNextGen Investor HandbookStifel InsightsIntroducing the NextGen Investor Handbook, a practical and engaging resource designed to help recent grads and young professionals navigate life-changing financial decisions and milestones, including budgeting, saving, investing, and starting a family. Flip through the handbook and take the first step toward building your financial future!
  • 5d agoAAPLNVDAIBMJNJ+4U.S. Reshoring and Nearshoring: A Sustainable Economic TailwindStifel InsightsMarket Sight | Lines Investors are increasingly worried about market levels and the possibility of an artificial intelligence (AI) “bubble.” Despite the worries, however, during earnings calls and elsewhere, executives are highlighting a powerful, long-term positive theme: making more in America. What began as a reaction to pandemic-era disruptions has evolved into a structural reindustrializatio ...
  • 5d agoIBMGSFrom Vision to Value: Our Long-Term Investment ThemesStifel InsightsLong-Term Investment ThemesArtificial Intelligence remains a foundational, cross-cutting theme across our framework. In our latest refresh, we add two new sub-themes: Continental Shift, reflecting a push toward domestic capacity and nearshoring to improve resilience and secure critical inputs; and Defense Modernization, reflecting sustained investment in next-generation defense, as geopolitical co ...
  • 5d agoAllocation InsightsStifel InsightsQ1 | 2026Structural forces are reshaping the economy, with AI influencing productivity, capital investment, and market leadership. As leadership evolves and broadens, diversification across regions, sectors, and styles becomes increasingly important.
  • 5d agoSIFZCSBACGeopolitical Dashboard: A Fragmented WorldStifel InsightsThe world is shifting from an era of globalization to one marked by increased localization and protectionism, increasing geopolitical risks, and uncertainty. The Stifel Geopolitical 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.
  • 5d agoAllocation InsightsStifel Insights2Q 2026 Allocation InsightsThe U.S. economy expanded at a 2.0% annualized pace in Q1 2026, supported by resilientconsumer spending and continued strength in artificial intelligence-related investment.Despite ongoing conflict in the Middle East and a sharp rise in crude oil prices since the start ofthe year, we expect full-year growth to remain within our initial 1.75%-2.50% range.
  • 5d agoGOOGLMETAMSFTAMZNFavorite 15Stifel InsightsJuly Favorite 15A selection of slides from our latest Investment Strategy Brief covering five fronts: the path forward after the U.S.-Iran peace agreement, an economy resilient despite risks, a “higher for longer” rate backdrop, equity valuations and earnings in focus, and the long-term themes – led by artificial intelligence – defining the future.
  • 5d agoQuarterly Market PerspectivesStifel InsightsThird Quarter | 2026After an unsettled start to the year, the second quarter saw markets roar back – even as a new Federal Reserve chair, firmer inflation, and a fragile Middle East de-escalation reshaped the path for growth, rates, and returns. We examine how these forces are shaping our second-half outlook and what they could mean for investor positioning.
  • 5d agoSPOTNKENFLXAMZN+42026 Summer Intern SurveyStifel InsightsWe surveyed 150 of Stifel’s summer interns to learn more about the preferences, spending habits, and perceptions of the next generation of consumers. The survey questions were based largely around investment themes that we see influencing the direction of the economy and markets long term
  • 6d agoARMQCOMMarket PulseStifel InsightsNovember 5, 2026U.S. equities fell as Democratic midterm victories raised concerns that tighter restrictions on data center construction could slow the AI investment cycle, a key driver of technology earnings and economic growth.
  • 1w agoMidterm Election TakeawaysStifel InsightsPotomac PerspectiveDemocrats swept the midterm elections and will have majorities for the next two years in both the House and Senate. Even though the Democratic majorities will be larger than we anticipated, our base case remains that legislative gridlock will prevail and that little will get done in the next two years. However, “must-pass” bills will give Democrats the opportunity to pass limite ...
  • 1w agoAAPLGOOGLNVDAMETA+4Stifel BitsStifel Insights44%: The five-year increase in candy and gum prices, compared to a 22.5% increase for food eaten at home.
  • 1w agoFinal Midterm Election PreviewStifel InsightsPotomac PerspectiveIn this note, we forecast how the equity markets might react on Wednesday morning to the midterm election results (to the extent the outcome is known). The market may have a knee-jerk reaction followed by a later reassessment. Regardless of the outcome, however, our base case is for gridlock in the coming two years.
  • 1w agoSFBLOMSPGIMSCI+1October in ReviewStifel InsightsMonthly Market PerspectivesThe S&P 500 moved lower in October, but leadership shifted beneath the surface as software and large-cap value stocks outperformed semiconductors and large-cap growth. Corporate earnings remained strong, while investors grew more selective on artificial intelligence.
  • 1w agoGOOGLAMZNWeekly Market PerspectivesStifel InsightsOctober 30, 2026Equities were down last week as investors scrutinized the heavy AI spending and resilient economic data increased the odds for future rate hikes.
  • 1w agoSThe Midterms: What Could Change for Different Sectors?Stifel InsightsMarket Sight | Lines We recently examined why the midterm elections may do little to change the broader direction in Washington. In this week’s Sight|Lines, we focus on where the election could matter more, exploring potential impacts on trade, healthcare, financial services, defense, domestic manufacturing, and clean energy, and what those policy shifts could mean for investors.
  • 2w agoNVDAWeekly Markets Review: October 19 – October 23, 2026Stifel Insights
  • 2w agoFinancing the AI Buildout: How Is the Growth Being Funded? Who Bears the Risk?Stifel InsightsMarket Sight | LinesWe recently explored how artificial intelligence is advancing through competition and innovation, as well as the opportunities and risks created by its rapid adoption. In this week's Sight|Lines, we shift our focus to the capital financing AI's growth. We examine how companies are funding data centers, computing infrastructure, and power investment, who is providing that capita ...
  • 3w agoPLNTDISNFLXAAPL+4Stifel BitsStifel Insights2%: The increase in overall median net worth between 2022 and 2025, according to a Federal Reserve study.4,400-4,700 years: The estimated age of a shipwreck discovered off the coast of Türkiye, which archaeologists say is the world’s oldest.
  • 3w agoJPMGSMSSF+1Weekly Markets Review: October 12 – October 16, 2026Stifel Insights
  • 3w agoThird-Quarter Earnings: Lofty Expectations, an Uneven PictureStifel InsightsMarket Sight | LinesThird-quarter earnings season is underway, and expectations are high. Companies in the S&P 500 are projected to deliver nearly 30% earnings growth, with analysts raising estimates during the quarter rather than lowering them. In this week’s Sight|Lines, we explore what’s driving the stronger earnings outlook, why growth remains concentrated in certain sectors, what company repo ...
  • 4w agoFBALMTDAL+1Stifel BitsStifel Insights$105.6 billion: The size of the U.S. trade deficit in August, up 13.7% from July to its highest level in more than a year, driven by higher semiconductor, crude oil, and gold imports.350,000: The expected cap on the number of hybrid vehicles that can be imported from China to Europe per year.
  • 4w agoFinancial Services and the Midterms​Stifel InsightsPotomac Perspective We have also updated our thoughts on the state of the midterms. Our base case remains: The House is likely to flip, while the Republicans still maintain a slim advantage to retain the Senate (an admittedly nonconsensus view). In the Senate, Democrats lead the polls in enough races to win, but several of the leads are within the margin of error. We question whether they will hol ...
  • 1mo agoGOOGLWeekly Markets Review: October 5 – October 9, 2026Stifel Insights
  • 1mo agoGOOGLDoing Business in Space: Six Areas of This New EconomyStifel InsightsMy team and I regularly publish our long-term investment themes to help investors understand how changes in the world may create investment opportunities over time. One of our subthemes, Space Race, sits within Productive Competition, reflecting our view that rivalry can drive innovation and create value for consumers and the economy. Space is one area where such competition is on display.
  • 1mo agoNKEBLOMAAPLTSLA+2Stifel BitsStifel InsightsThe lines between the traditional growth and value story have blurred. Over the last 12 months through September, the Bloomberg 1000 Value Index gained 18.9%, compared with 13.8% for its growth counterpart. Some of that reflects where the year started: Growth stocks entered 2026 carrying higher valuations and greater expectations, leaving less room for upside surprises and more sensitivity to disa ...
  • 1mo agoArtificial Intelligence: Free Markets, Bad Actors, and Economic TransformationStifel InsightsMarket Sight | Lines Artificial Intelligence is no longer a future concept. It is already changing how individuals work, how businesses operate, and how value is created across the economy. In this week’s Sight|Lines, we explore how competition and free markets accelerated the development of AI, the growing debate around regulation and misuse, and why we continue to believe AI has the potential to ...
  • 1mo agoWeekly Markets Review: September 28 – October 2, 2026Stifel Insights
  • 1mo agoSeptember in ReviewStifel InsightsMonthly Market PerspectivesThe S&P 500 was little changed in September, leaving year-to-date gains near 12%. Performance was narrow, with artificial intelligence-driven technology and semiconductor stocks leading the market, while rate-sensitive sectors, smaller companies, and large value stocks lagged.
  • 1mo agoGOOGLAMZNMETAMSFT+4Favorite 15Stifel InsightsOctober Favorite 15A selection of slides from our latest Investment Strategy Brief looking look beyond the midterm elections to artificial intelligence’s continuing influence on the economy and markets. We revisit capabilities, adoption, and investment spending, along with the questions surrounding financing, power, productivity, and profits.
  • 1mo agoBRK.AMETAQANSN+8Stifel BitsStifel InsightsA viral debate has erupted over whether bringing an iced coffee to an interview sends the wrong message. I’m going to settle this for my fellow Gen Zers: Don’t bring one. Have it beforehand at a café across the street, then throw it out on your way in. Don’t bring it into the lobby or the interview room. No one likes a wet handshake.
  • 1mo agoData Center LegislationStifel InsightsPotomac PerspectiveThe Senate might consider data center legislation before it leaves Washington to campaign for the upcoming midterms. We are skeptical about the prospects for the Ratepayer Protection Act (RPA). If we are right and the Senate blocks the bill, then it could reemerge in the lame duck session of Congress. However, the potential output during the lame duck session will depend on the ...
  • 1mo agoWeekly Markets Review: September 21 – September 25, 2026Stifel Insights
  • 1mo agoSThe Midterms: We Are in and Will Remain in Divided GovernmentStifel Insights
  • 1mo agoSPOTKHCCAGMETA+2Stifel BitsStifel InsightsIf you were around in 2012, you may remember the Mayan calendar panic. Roughly one in 10 people worldwide thought December 21 could mark the end of the world. Spoiler alert: It didn’t.Fast forward to today, and another prediction-heavy debate is everywhere. This time, it’s – artificial intelligence.
  • 1mo agoThe Fed Raises Rates to Combat InflationStifel InsightsMarket Sight | LinesAfter cutting rates six times across 2024 and 2025, the Federal Reserve reversed course this week with a 0.25% rate hike as higher oil prices and renewed inflation pressures complicated the path back to 2%. In this week’s Sight|Lines, we break down the Fed’s decision, what the latest economic projections reveal, and why higher-for-longer rates may remain a key theme for investo ...
  • 1mo agoJPMGSGOOGLMETA+4INVESTMENT STRATEGY BRIEF: Numerous Crosscurrents In a Resilient Economy and MarketStifel Insights
  • 1mo agoNVDAARM9984SFWeekly Markets Review: September 14 – September 18, 2026Stifel Insights
  • 1mo agoAAPLRIVNBARUBS+2Stifel BitsStifel Insights$4.76 billion: U.S. box office ticket sales from May through Labor Day this year, reaching a new record.6.7 million: The expected attendance at this year’s Oktoberfest festivities in Munich.3.4%: The annual August consumer price index inflation rate, with gasoline prices 27.4% higher than a year ago.
  • 2mo agoORCLSIFWeekly Snapshot – Asset Classes & SectorsStifel Insights
  • 2mo agoNumerous Pressures Push Interest Rates HigherStifel InsightsMarket Sight | LinesLong-term interest rates have moved higher, with the 30-year Treasury yield reaching a level last seen nearly two decades ago, alongside similar moves across Europe and Japan. In this week’s Sight|Lines, we discuss what’s driving longer-term yields higher, the growing role of the term premium, and what it could mean for investors going forward.
  • 2mo agoDYSONMCDLLYT+2Stifel BitsStifel InsightsCandy stores are thriving across New York City thanks to the “lipstick effect,” where people skip big purchases but still splurge on affordable treats. It’s a strategy as old as Economy Candy, which pivoted from shoe and hat repairs to sweets during the Great Depression.NASA just launched the Roman Space Telescope, a $4.3 billion bus-sized observatory that will explore planets, galaxies, and other ...
  • 2mo agoSFBLOMMSCICSWeekly Markets Review: August 31 – September 4, 2026Stifel Insights
  • 2mo agoTSMFall Forecast: Shutdown, CLARITY Act, Russia Sanctions, and (maybe) a Tax Bill​Stifel InsightsPotomac Perspective The House passed a spending bill that will fund the government through December 11. In doing so, it finished most of the legislative business through the November midterms. We look at the few matters that might be considered by Congress in September as well as some items that we expect to be considered during the lame duck session.September 3, 2026
  • 2mo agoAAPLUBERPEPHMDB.ST+2Stifel BitsStifel Insights70°F: The average sea-surface temperature across the world’s oceans on August 22, a new daily record.101 games: The length of the losing streak of the Columbia High School football team in Huntsville, Alabama, which was recently snapped with a 41-14 victory.
  • 2mo agoNVDAAugust in ReviewStifel InsightsMonthly Market PerspectivesU.S. equities closed in August near record highs as strong artificial intelligence-related earnings outweighed mid-month jitters over rising long-term yields and questions about the durability of AI spending.