John Fuger, CRPS Vice President/Investments - Stifel

John Fuger, CRPS Vice President/Investments - Stifel Profile

Stifel Financial Corp. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE.

and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. 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. Stifel is not responsible for conten

t posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

06/01/2026

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.

Resilient earnings, easing Middle East tensions, and renewed artificial intelligence enthusiasm extended the U.S. equity...
06/01/2026

Resilient earnings, easing Middle East tensions, and renewed artificial intelligence enthusiasm extended the U.S. equity rally to nine straight weeks, even with sticky inflation and an increasingly divided Federal Reserve.

Read more here: https://livesocial.seismic.com/a8TcLl

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/aYRwS2

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

05/11/2026

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.

05/08/2026

AI is transitioning from a long-term investment theme to a measurable driver of markets and the economy. Capex is surging, earnings are strengthening, and AI-related investment is showing up in GDP. Check out the latest to better understand why investors will focus on whether that spending produces durable earnings, productivity, and monetization.

https://stifel.info/SL050826

05/01/2026

The UAE's exit from OPEC underscores a longer-term decline in the cartel's influence, as rising U.S. energy dominance and geopolitical tensions continue to reshape power dynamics in global oil markets. Learn more in this week's .

https://stifel.info/SL050126

A resilient U.S. economy, strong earnings, and a cease fire in the Middle East helped the S&P 500 to a new all-time high...
05/01/2026

A resilient U.S. economy, strong earnings, and a cease fire in the Middle East helped the S&P 500 to a new all-time high despite persistent inflation pressures and an increasingly divided Federal Reserve.

Read the full piece here: https://livesocial.seismic.com/aE_hmn

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