JT Downin, Vice President/Investments - Stifel

JT Downin, Vice President/Investments - Stifel After Hours By Appointment Only
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and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

The House passed a spending bill that will fund the government through December 11. In doing so, it finished most of the...
09/03/2026

The House passed a spending bill that will fund the government through December 11. In doing so, it finished most of the legislative business through the November midterms. In this Potomac Perspective, Brian Gardner, Stifel's Chief Washington Policy Strategist, takes a look at the few matters that might be considered by Congress in September as well as some items that are expected to be considered during the lame duck session.

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

The dog days of August may be providing a glimpse of what investors should expect following the midterm elections. The r...
08/24/2026

The dog days of August may be providing a glimpse of what investors should expect following the midterm elections. The resulting gridlock is likely to mean that Congress will be limited in what it can pass. Instead, it is expected that the regulatory agencies and the Federal Reserve are to be the venues where the policy action takes place.

Read more in Potomac Perspective from Brian Gardner: https://livesocial.seismic.com/a58esj

08/17/2026

Our CIO Office recently highlighted the lofty expectations for second quarter earnings. With reporting season now largely complete, companies did more than meet that elevated bar. In this week's , our CIO Office revisits the expectations outlined in July, assesses where results stand today, and discusses what stronger-than-expected earnings, accelerating revenue growth, and continued AI-driven spending could mean for investors.

https://stifel.info/SL081726

News reports suggest that President Trump is considering proposals to cut the capital gains tax. The idea that the Treas...
08/13/2026

News reports suggest that President Trump is considering proposals to cut the capital gains tax. The idea that the Treasury Department can act independently to change the rules for the capital gains tax has been floated before, but doubt that it has the authority to act. Absent administrative action, Congress would need to change the law and that is unlikely to occur in 2026. In this note, Brian Gardner, Stifel's Chief Washington Policy Strategist reviews some of the options and describes the significant hurdles that each proposal would face.

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

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

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

In this Potomac Perspective, Brian Gardner discusses what a Democratic win could mean for certain sectors and how policy...
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/a4hes2

In addition to working on another reconciliation bill and a stopgap funding bill for the fall, Congress is working on a ...
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/aWT5oW

07/16/2026

The Federal Reserve is taking a closer look at itself. Under new Chair Kevin Warsh, five task forces have been launched to review how the Fed measures the economy, manages its balance sheet, communicates with markets, and approaches inflation. In this , our CIO Office explores what these reviews could mean for monetary policy and why changes to Fed communication may matter most for investors.

https://stifel.info/SL071626

New York Governor Kathy Hochul announced a one-year moratorium on the construction of new "hyperscale" data centers. New...
07/16/2026

New York Governor Kathy Hochul announced a one-year moratorium on the construction of new "hyperscale" data centers. New York is the first state to impose such a ban, and it raises questions about whether other states will follow and what steps the federal government might take. In our view, state actions, like New York's, are more likely than federal ones, even if Democrats sweep the midterm elections.

Click here to read more in Potomac Perspective from Brian Gardner, Stifel's Chief Washington Policy Strategist: https://livesocial.seismic.com/aHfDTu

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