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.

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

Congress passed a reconciliation bill to fund immigration enforcement agencies, setting the stage for potential movement...
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/a2pesL

06/05/2026

Inflation has eased from its post-pandemic highs, but it remains stubbornly above the Fed's 2% target. In this week's , our CIO Office examines why inflation is harder to read, complicating the Fed's policy path, and keeping investors focused on the risk of higher-for-longer rates.

https://stifel.info/SL060526

Geopolitical risk is becoming a more persistent force shaping markets, supply chains, inflation, and corporate strategy....
05/25/2026

Geopolitical risk is becoming a more persistent force shaping markets, supply chains, inflation, and corporate strategy. In this week's , our CIO Office discusses why investors should focus less on predicting the next event and more on building portfolios around quality, diversification, pricing power, and resilience.

Read more here: https://stifel.info/SL052226 https://livesocial.seismic.com/aDDs29

In the latest Potomac Perspective, Brian Gardner, Stifel's Chief Washington Policy Strategist, updates views on housing ...
05/21/2026

In the latest Potomac Perspective, Brian Gardner, Stifel's Chief Washington Policy Strategist, updates views on housing legislation and the CLARITY Act. The chances that Congress will pass the House's version of the housing bill (which is more benign for the build-to-rent industry than the Senate bill) have risen, and the prospects for the Senate's bill have diminished. He maintains the view on the prospects for the CLARITY Act and notes some new complications for passing the bill in 2027.

Read more here: https://livesocial.seismic.com/a2UZrO

The Senate Banking Committee approved the CLARITY Act, 15-9. Two committee Democrats joined all 13 Republicans in advanc...
05/15/2026

The Senate Banking Committee approved the CLARITY Act, 15-9. Two committee Democrats joined all 13 Republicans in advancing the bill to the Senate floor. The vote was clearly a positive for the bill's prospects, but it also carried some warning signs. The bill's prospects improved, but we think by less than what others perceive to be the case.

View the full report:https://www.stifel.com/Newsletters/AdGraphics/InSight/Potomac-Perspectives/2026/PP_051526_2.pdf

The House could vote next week on a revised housing bill. The updated bill includes a restriction, favored by the Trump ...
05/15/2026

The House could vote next week on a revised housing bill. The updated bill includes a restriction, favored by the Trump administration, to limit the ownership of single-family homes by institutional investors. It is also more flexible on build-to-rent than is the Senate's housing bill. The House bill also includes several non-housing provisions which will probably be DOA in the Senate.

Click here to read more in Potomac Perspective from Brian Gardner, Stifel's Chief Washington Policy Strategist: https://livesocial.seismic.com/a6yBXD

05/14/2026

Better steam engines increased, rather than reduced, coal use—an example of the Jevons paradox. With AI, the same dynamic may apply, potentially driving greater demand for analysis, coding, drafting, design, service, and research. Learn more in this week's from our CIO Office.

https://stifel.info/SL051426

The Senate Banking Committee is scheduled to mark up cryptocurrency legislation (the CLARITY Act). Despite efforts to re...
05/12/2026

The Senate Banking Committee is scheduled to mark up cryptocurrency legislation (the CLARITY Act). Despite efforts to reach a compromise on the Stablecoin yield issue, as well as other matters, there may not be sufficient bipartisan support to pass the legislation through the full Senate. The bill will likely pass the committee, but the odds that the CLARITY Act will become law in 2026 remain low.

Read more about the upcoming markup and what it could mean for the bill's prospects in the latest Potomac Perspective: https://livesocial.seismic.com/adDU_A

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