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The cycle of markets is inevitable, however, bull markets have historically lasted longer than bear markets and recessio...
11/04/2026

The cycle of markets is inevitable, however, bull markets have historically lasted longer than bear markets and recessions. Read more here: https://livesocial.seismic.com/aKyPX8

Democrats swept the midterm elections and will have majorities for the next two years in both the House and Senate. Even...
11/04/2026

Democrats swept the midterm elections and will have majorities for the next two years in both the House and Senate. Even though the Democratic majorities will be larger than anticipated, the base case remains that legislative gridlock will prevail and that little will get done in the next two years. However, "must-pass" bills will give Democrats the opportunity to pass limited parts of their agenda. This is briefly discussed below. The midterm elections also impact what legislation might be considered during the upcoming lame duck session. The outgoing Senate majority could prioritize nominations over legislation since Republicans will be unable to confirm Trump appointees after 2026. This could crowd out several bills from consideration this year. Senate Republicans will also have to decide whether to pass a reconciliation bill to increase defense spending and possibly raise the debt ceiling. However, given the mood among Republicans after Tuesday's landslide, another reconciliation bill seems like a long shot.

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

In this note, Chief Washington Policy Strategist, Brian Gardner, forecasts how the equity markets might react on Wednesd...
11/02/2026

In this note, Chief Washington Policy Strategist, Brian Gardner, forecasts how the equity markets might react on Wednesday morning to the midterm election results (to the extent the outcome is known). The market may have a knee-jerk reaction followed by a later reassessment. Regardless of the outcome, however, the base case is for gridlock in the coming two years. Few major policy changes are anticipated. Also given is the final outlook for the election. The race for the Senate majority is still too close to call, but if forced to make a prediction, a 50/50 Senate with Vice President Vance breaking the tie in favor of the Republicans is expected. It is noted that if the Senate majority is dependent on the Alaska race, then it could be several weeks before the outcome is known. The race for the House has been over for some time. The only question is the size of the Democrats' majority. It is thought it will be roughly in line with the post-World War II era during which the party not holding the White House has gained an average of 26 seats.

Read more here: https://livesocial.seismic.com/a7v0u9

Wishing you and your loved ones a happy and safe Halloween!
10/31/2026

Wishing you and your loved ones a happy and safe Halloween!

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

The sooner you invest, the longer your money could potentially grow through compounding. Time in the market could turn s...
10/29/2026

The sooner you invest, the longer your money could potentially grow through compounding. Time in the market could turn steady contributions into substantial savings. Don't wait – start today.

Click here to learn more:
https://livesocial.seismic.com/aBI7bK

$13.5 BILLION.That's the amount consumers are expected to spend on Halloween this year. $115 per person on costumes, can...
10/27/2026

$13.5 BILLION.

That's the amount consumers are expected to spend on Halloween this year. $115 per person on costumes, candy, and decorations. Plenty of seasonal excitement is driving another strong holiday shopping season. How much do you usually budget for Halloween?

Stifel's Chief Investment Officer, Michael O'Keeffe, recently explored how artificial intelligence is advancing through ...
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/aXgRpc

This note looks at how several nonfinancial sectors could fare if Democrats win the midterm elections. As explained in t...
10/21/2026

This note looks at how several nonfinancial sectors could fare if Democrats win the midterm elections. As explained in the previous note, which covered financial services, a gridlock is expected. In such a situation, the Trump administration's regulatory agenda might be slowed down but not stopped. Democrats would lack the ability to reverse most of the Trump legislative agenda that has been implemented over the past two years.

Gridlock does not mean that no legislation will pass, but Democrats will be limited to pressure points (i.e. "must-pass" legislation) in order to enact some of their agenda. This note discusses what might be possible.

The view of the state of the election has not changed. Democrats are favored overwhelmingly to win the House. The race for the Senate majority is more of a coin flip. It is thought that Republicans have a better chance to remain in power there than do the prediction markets.

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

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1350 Shapiro Drive
Festus, MO
63028

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