Stifel SightLines Podcast

In this episode we discuss our 2026 outlook and the bull vs bear scenarios we’re tracking across AI monetization, the consumer, and the policy path. #SightLines #Outlook2026 #AI #Consumer #Policy #Markets #Macro

To read this week's Sight|Lines, click here. 

The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com 

See omnystudio.com/listener for privacy information.

In this episode we discuss our 2026 outlook and the rewiring of growth—how AI is shaping productivity and earnings, why inflation may remain above target, what to expect from the Fed, and how these forces could influence markets in the year ahead.

To read this week's Sight|Lines, click here. 

The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com 

See omnystudio.com/listener for privacy information.

In this first episode of 2026 we discuss our Outlook 2026: Rewiring Growth, reviewing the forces that shaped 2025 and the themes—from AI and policy to geopolitics and fiscal risks—that may define markets in the year ahead.

To read this week's Sight|Lines, click here. 

The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com 

See omnystudio.com/listener for privacy information.

In this last episode of 2025, we discuss how artificial intelligence has moved rapidly into the mainstream, where it is already delivering measurable productivity gains, why so many companies remain stuck in pilot mode, and what execution, governance, and reskilling will mean for long-term growth and investment returns. 

To read this week's Sight|Lines, click here. 

The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com 

See omnystudio.com/listener for privacy information.

In this episode, we discuss the Fed’s year-end rate cut, what the new projections reveal about internal disagreements, and why policymakers may be preparing to pause even as labor market and inflation risks remain in play.

To read this week's Sight|Lines, click here. 

The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com 

See omnystudio.com/listener for privacy information.

In this episode, we look at why Fed officials are split heading into the final meeting of 2025, how the labor and inflation data shape that debate, and why markets now lean toward a quarter-point cut.

To read this week's Sight|Lines, click here. 

The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com 

See omnystudio.com/listener for privacy information.

In this episode we discuss the powerful reshoring and nearshoring trend reshaping U.S. industry, the surge in long-term capital investment, and why the reindustrialization of America may be a durable economic tailwind for years to come.

To read this week's Sight|Lines, click here. 

The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com 

See omnystudio.com/listener for privacy information.

In this episode we break down credit cracks—from bank charge-offs to rising consumer delinquencies and private-credit liquidity—what matters, what’s noise, and why this systemic…at least yet.

To read this week's Sight|Lines, click here. 

The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com 

See omnystudio.com/listener for privacy information.

In this episode we discuss how the U.S. labor market is cooling — not collapsing. The Fed cut rates again, citing a softening jobs picture, but the data tell a more balanced story. We look at why layoffs at major companies don’t signal crisis, how AI will reshape (not erase) work, and why a post-pandemic equilibrium may finally be taking shape.

To read this week's Sight|Lines, click here. 

The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com 

See omnystudio.com/listener for privacy information.

In this episode, we share early results for the third quarter earnings season showing positive signals so far, but possible cracks in the credit markets.

To read this week's Sight|Lines, click here. 

The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com 

See omnystudio.com/listener for privacy information.