Russell Bailenson, Senior Vice President/Investments - Stifel

08/06/2026

Two meetings into Kevin Warsh's tenure as Fed Chair, a new communication framework is beginning to take shape. In this week's , our CIO Office discusses what the Fed's reduced forward guidance, more visible internal debate, and evolving approach to policy communication could mean for investors.

https://stifel.info/SL080626

08/05/2026

Every summer our CIO Office surveys our incoming interns to see how the next generation spends, saves, and sees the world. Think of it as a sneak peek at tomorrow's consumer.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/a8ZXRN

08/03/2026

U.S. equities were choppy and two-sided in July. The S&P 500 started the month strong before pulling back, then rebounded into month-end to finish little changed.

Read the full piece here: https://livesocial.seismic.com/aAk-ey

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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07/29/2026

Summer workouts are getting a tech upgrade: a new wave of "cooling" apparel uses advanced fabrics engineered to pull heat off the body and drop skin temperature, with some radiative-cooling materials claiming to keep skin several degrees cooler than plain cotton. The idea is less sweat and more staying power in the heat. Proof that even your gym shirt now comes with a spec sheet.

For more information on this and to read the full piece, click here:
https://livesocial.seismic.com/a1w0BC

07/29/2026

Recent developments in the Middle East suggest the path to peace may be more complicated than it appears. In this , our CIO Office discusses why escalation and negotiation can be part of the same strategy, what coercive diplomacy means in practice, and why a Managed Off-Ramp remains the most likely outcome despite rising risks and uncertainty.

https://stifel.info/SL072826

07/27/2026

In this Potomac Perspective, Brian Gardner discusses what a Democratic win could mean for certain sectors and how policy may, or may not, change. Following that, they explain why they think a Democratic takeover of the House is likely, but by a smaller margin than has occurred in past elections. They also present the reasons why they think that Republicans are currently favored to win the Senate.

Read more here: https://livesocial.seismic.com/aURE20

07/22/2026

¡Campeones! Spain defeated Argentina 1-0 after extra time to win the 2026 World Cup, with substitute Ferran Torres scoring the game-winning goal. It marked Spain's first World Cup title since 2010! The tournament also made history off the pitch with the World Cup's first-ever halftime show, featuring stars like Justin Bieber and Shakira, making it a celebration of football, music, and love.

For more information on this and to read the full piece, click here:
https://livesocial.seismic.com/ax3dvO

07/22/2026

In addition to working on another reconciliation bill and a stopgap funding bill for the fall, Congress is working on a cryptocurrency bill (yes, still!) and a community bank deregulatory bill. Despite some positive headlines about both bills, there are reasons to be skeptical about their prospects. Also, data centers and their impact on energy costs are getting more attention in the House. We are uncertain if legislation will pass in 2026, but the issue will stick around.

Read more in today's Potomac Perspective from Brian Gardner, Stifel's Chief Washington Policy Strategist:
https://livesocial.seismic.com/aFGJ75

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/atl-Am