Nick Cheek, Financial Advisor - Stifel

12/20/2024

In a highly anticipated move, the Federal Reserve has cut interest rates by 0.5 points, in response to evolving economic conditions. This decision, aimed at stimulating growth and counteracting slowing inflation, marks a strategic shift in monetary policy as the central bank seeks to ensure sustained economic stability.

Stifel Chief Economist Dr. Lindsay Piegza states, "The Committee, furthermore, anticipates an additional 50bps of cuts by year-end and a further 100bps in cuts in 2025. The Committee also lowered the IORB and the discount rate 50bps 4.90% to 5.00%, respectively."

Click here to read further:https://www.stifel.com/newsletters/adgraphics/pdf/CSM/Economic-Alert-Fed-Rate-Cut.pdf

12/19/2024

Equities fell today, with the consumer discretionary and real estate performing worst. Click below to view the full report.

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12/18/2024

In preparing Stifel's 2025 economic outlook, it is important to first look back at our 2024 forecast. Noting accuracies and shortfalls can help reveal and clarify changing trends and variables.

Click here to read the full piece: https://livesocial.seismic.com/aWaogX

12/17/2024

As the year comes to a close, we shift our focus to 2025. In our December Investment Strategy Brief, we discuss the incoming administration, developing geopolitical events, and their potential impact on the economy and markets.

Click here to read the full piece: https://stifel.info/ISB0122024

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12/09/2024

Click here to view this past month's Favorite 15, charts from our Investment Strategy team, on topics impacting markets, the economy, and investor portfolios.

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12/05/2024

Yesterday, the threat became a reality as the far-right leader Marine Le Pen joined forces with a left-wing coalition to topple the French government. According to reports, a majority of lawmakers in the National Assembly backed a no-confidence vote called yesterday afternoon against Prime Minister Michel Barnier's three-month-old administration, marking the shortest tenure for a premier since France's Fifth Republic was founded in 1958.

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11/21/2024

While the messaging surrounding the future of monetary policy has been somewhat mixed, it's clear the Fed is taking a more cautious approach to policy as inflation remains stubbornly elevated amid a "remarkably good" economy. While the Fed may still opt to move forward with a third-round cut in December, any further indications of strength or "surprises" in the data, particularly the inflation data, will offer a growing level of support for a pause in policy adjustments sooner than later.

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11/18/2024

In this week's , we dive into the transformative new policies of the 2025 Trump administration and their potential ripple effects across the economy and markets. With a unified Republican government driving change, we're exploring everything from deregulation to "America First" strategies and what these moves could mean for the future.

stifel.com

11/14/2024

What a week for the markets! Voters reelected Donald Trump, Republicans took control of the Senate, and the Federal Reserve (Fed) cut rates by 25 basis points. The result? The S&P 500 had its best week of 2024.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aBPo8T

11/11/2024

Happy Veterans Day to all those who sacrifice so much to keep our country safe and strong. Thank you for your service!

10/31/2024

Tonight you will see children of all ages - even teenagers. Remember, many teens are out because they are avoiding unsupervised parties, supervising their younger siblings, or just trying to have good clean fun. Let them be kids a little longer - it's been a rough few years.

Happy Halloween!!!

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10/30/2024

Will the Elections Affect the market? Over time, we've seen that markets have been non-partisan. While elections often bring heightened emotions and create short-term volatility, history shows that markets have been ultimately influenced by economic fundamentals like corporate earnings, interest rates, and global trends – not political outcomes.

Historical data shows that, over the long term, markets tend to grow regardless of which party holds office. This reiterates the importance of staying disciplined and investing for the future, beyond election cycles.

The S&P 500 Index is a capitalization-weighted index that is generally considered representative of the U.S. large capitalization market. Index returns include the reinvestment of dividends but do not include adjustments for brokerage, custodian, and advisory fees. Indices are unmanaged and are not available for direct investment.