Christina A. Karas, Vice President / Investments - Stifel

06/24/2026

The Federal Reserve met last week and did what it has done all year: nothing. Rates stayed in the 3.50%-3.75% range, marking a fourth straight hold and an outcome that markets had already priced in. The real story was not the decision. It was what the Fed said about the future.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/ak137T

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.

06/18/2026

After nearly four months of fighting, the U.S. and Iran agreed to a framework. Markets reacted: oil fell, equities hit record highs, and Treasury yields and inflation expectations eased. In this week's , our CIO Office breaks down the impact across markets and what it means for the Fed going forward.

https://stifel.info/SL061826

06/17/2026

A bicameral agreement on a housing bill seems to lean towards the House's version of the legislation. This is a positive for the build-to-rent sector. The 21st Century ROAD to Housing Act also includes regulatory relief for the manufactured housing industry and some modest changes to community bank regulation. Despite the rhetoric, the bill is unlikely to have a material impact on housing prices in the near-term.

Read more here: https://livesocial.seismic.com/aVMvV3

06/17/2026

The Knicks pulled off one of the biggest comebacks in NBA Finals history, erasing a 29-point deficit.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aK5e1X

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/aKe8um

06/12/2026

The case for "higher for longer" interest rates is strengthening. Firming inflation, a resilient job market, and mounting government debt are putting upward pressure on rates and complicating the Fed's path forward. In this , our CIO Office breaks down the data driving this shift - and the potential implications for growth and equity market volatility.

https://stifel.info/SL061226

06/11/2026

Congress passed a reconciliation bill to fund immigration enforcement agencies, setting the stage for potential movement on economic policy bills such as housing and crypto legislation. Brian Gardner outlines what's next and the hurdles facing these proposals, along with a possible markup of artificial intelligence legislation, the SEC's next steps on equity market structure, and the implications of a recent update on the Social Security trust fund.

Read about this and more in Potomac Perspective: https://livesocial.seismic.com/a4HF7r

06/10/2026

Reports from Microsoft are exposing AI's potential cost problem. Good news: The robots can do the work. Bad news: It might be cheaper to hire a human instead.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/asQVBp