The Stott/Stone/Midkiff Group - Stifel

The Stott/Stone/Midkiff Group - Stifel C.

Bryan Scott - First Vice President/Investments, Branch Manager
John Stone - Senior Vice President/Investments
David Midkiff - Associate Vice President/Investments
Lisa Shell - Senior Client Service Associate

After Hours By Appointment Only

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

For a while, the artificial intelligence trade seemed to belong to the "Magnificent Seven" – Alphabet, Amazon, Apple, Me...
06/03/2026

For a while, the artificial intelligence trade seemed to belong to the "Magnificent Seven" – Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla. But lately, the rally has started moving down the semiconductor food chain.

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

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.

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, takes an in-depth look at the state of ...
06/01/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, takes an in-depth look at the state of the federal government's balance sheet, the runup in liabilities, the buyers of U.S. Treasuries, and the potential consequences of rising U.S. debt.

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

After a long nap, the IPO market is finally waking up – and not quietly. Through the first quarter of 2026, 35 companies...
05/28/2026

After a long nap, the IPO market is finally waking up – and not quietly. Through the first quarter of 2026, 35 companies have gone public raising approximately $9.9 billion, according to Renaissance Capital, marking the strongest start since the 2021 surge.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aRd3dX

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/ahAznq

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/aY48t4

Over in Cambridge, Massachusetts, students are suffering from too much success. They've been handing out so many A's at ...
05/20/2026

Over in Cambridge, Massachusetts, students are suffering from too much success. They've been handing out so many A's at Harvard that some faculty members are now stepping in. Grades have been inflated to the point where an A has gone from "genius-level achievement" to "solid attendance record."

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/a8cGeO

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, offers an updated view on the economy, ...
05/19/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, offers an updated view on the economy, policy, and what to expect looking out further into 2026.

Watch the full report here: https://livesocial.seismic.com/aPcGOp

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