Stephen E. Dolan, Associate Vice President/Investments - Stifel

07/30/2026

This month, Stifel's Chief Investment Officer, Michael O'Keeffe shares a mid-summer update across 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.

Read the full report here: https://stifel.info/ISB072026

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07/20/2026

Topline growth maintained an adequate 2% pace at the start of the year, propelled by positive investment flows, particularly within technology. Ongoing consumer strength also contributed to solid activity early on, which is a reflection of still-decent labor market conditions.

Read more in this week's Economic Insight from Stifel's Chief Economist, Lindsey Piegza, PhD,: https://livesocial.seismic.com/ayjZq4

07/13/2026

The U.S. consumer continues to be resilient despite uncertainty and challenges in the economy. This is due, in good part, to decent labor market conditions.

The consumer, however, is not on unshakable footing as falling household savings may eventually become a drag on spending. "Buy Now, Pay Later" payment options and other inorganic factors, such as 401(k) hardship withdrawals and intergenerational wealth transfers, are deflecting some of those headwinds for now, but eventually rising household debt could pose problems for consumers.

Read more in Economic Insight from Stifel's Chief Economist, Lindsey Piegza, Ph.D, here: https://livesocial.seismic.com/aNf0mK

06/22/2026

This month, our CIO Office explores how a U.S.-Iran agreement may shape our second half outlook, including a discussion about GDP growth, inflation, Federal Reserve policy, yields, equities, and why market performance may broaden.

Read more here: https://stifel.info/ISB042026

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06/22/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, takes a closer look at the latest Fed decision and the outlook for monetary policy.

Watch the full report below.

06/15/2026

Agriculture accounted for nearly 7% of the U.S. economy just 25 years ago but is currently only around 4.5%. While globalization of the food industry has afforded consumers access to a myriad of markets and different products often at lower prices, the shifting composition of players has left the industry increasingly vulnerable to global supply and price shocks. Today, the traditional model of locally grown produce has shifted, where family-run farms play a minority role to international suppliers and big business distributors.

Read the full piece here: https://livesocial.seismic.com/a5uvva

06/01/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, takes an in-depth look at the state of the federal government's balance sheet, the runup in liabilities, the buyers of U.S. Treasuries, and the potential consequences of rising U.S. debt.

Read the full piece here: https://livesocial.seismic.com/a2RNW4

05/19/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, offers an updated view on the economy, policy, and what to expect looking out further into 2026.

Watch the full report here: https://livesocial.seismic.com/aVZvIa

05/01/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, PhD, takes a closer look at the latest Fed decision and the outlook for monetary policy.

04/27/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, takes a closer look at the Federal Reserve March meeting recap and an update on member composition.

Click here for the full report: https://livesocial.seismic.com/az8giT