Rick Hawkes, Managing Director/Investments, Branch Manager - Stifel

11/03/2026

We are pleased to share the latest Weekly Economic Brief from Stifel's Chief Economist, Dr. Lindsey Piegza, Ph.D, which provides a summary of the key developments impacting the economy and financial markets.

10/30/2026

Stifel's Chief Investment Officer, Michael O'Keeffe, recently examined why the midterm elections may do little to change the broader direction in Washington. In this week's , he focuses 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.

https://stifel.info/SL103026

10/28/2026

Startups are gene-editing crops to glow or turn purple when disease or pests strike, helping farmers spot trouble and act without widespread chemical use. A mood ring for the farm. If only the basil on the windowsill were this forthcoming.

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

10/23/2026

Stifel's Chief Investment Officer, Michael O'Keeffe, 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 , our CIO Office shifts focus to the capital that is financing AI's growth. Stifel's Chief Investment Officer, Michael O'Keeffe, examines how companies are funding data center and computing infrastructure, who is providing that capital, and why understanding financing structures is just as important as understanding AI's long-term potential when evaluating investment opportunities.

Read the full report here: https://livesocial.seismic.com/aLwlIo

10/21/2026

Finally, a price drop worth raising a glass to. California w**eries are selling surplus premium w**e to retailers that put it under their own labels. One buyer says w**e that would normally cost $45-$85 can sell for around $9.99. Bad news for the vineyard; considerably better news for the dinner party.

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

10/20/2026

This month, Stifel's Chief Investment Officer, Michael O'Keefe looks beyond the midterm elections to artificial intelligence's continuing influence on the economy and markets. Our CIO Office revisits capabilities, adoption, and investment spending, along with the questions surrounding financing, power, productivity, and profits.

Read the full report here: https://stifel.info/ISB102026

youtube.com

10/15/2026

Third-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 |Lines, Stifel's Chief Investment Officer, Michael O'Keeffe explores what's driving the stronger earnings outlook, why growth remains concentrated in certain sectors, what company reports may reveal about consumers and artificial intelligence investment, and why some believe forward guidance may matter as much as the results themselves.

https://stifel.info/SL101526

10/14/2026

Checked the weather? Streamed a football game on a flight? Sent a text from a remote area? There's a good chance a satellite played a role. When people think about the space economy, they often picture astronauts, moon missions, and sci-fi-worthy technology. The reality is much more Earth-focused. Satellites already help power communications, navigation, weather forecasting, agriculture, transportation, and national security.

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