Jason D. Jungberg, Senior Vice President / Investments - Stifel

09/02/2026

America's debt situation has been getting plenty of attention lately, and this isn't the first debt drama in history. Nearly 500 years ago, Henry VIII faced a budget problem ... His strategy? Quietly reduce the amount of gold and silver in England's coins while keeping their face value the same. People eventually caught on, and the episode became one of history's earliest examples of currency debasement.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/a1Eq8_

08/26/2026

The U.S. government crossed $40 trillion in debt last week. That number has doubled in less than a decade, and it showed up about two years earlier than forecasters penciled in.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/agCc7V

08/19/2026

July's headline jobs numbers looked … fine. Unemployment fell to 4.1%, even though the economy unexpectedly lost 23,000 jobs.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/a4DQhN

08/12/2026

The U.S. opening weekend ticket sales for Spider-Man: Brand New Day topped $360 million, making it the highest-grossing U.S. domestic opening weekend of all time.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aiI1EM

08/05/2026

Every summer our CIO Office surveys our incoming interns to see how the next generation spends, saves, and sees the world. Think of it as a sneak peek at tomorrow's consumer.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aa1xPe

07/29/2026

Summer workouts are getting a tech upgrade: a new wave of "cooling" apparel uses advanced fabrics engineered to pull heat off the body and drop skin temperature, with some radiative-cooling materials claiming to keep skin several degrees cooler than plain cotton. The idea is less sweat and more staying power in the heat. Proof that even your gym shirt now comes with a spec sheet.

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

07/24/2026

To view Insights and Commentary from Stifel's CIO Office, click here:
https://livesocial.seismic.com/avIYvi

07/23/2026

Oil prices have dipped initially but are still positioned for a weekly increase, reflecting ongoing tensions between the U.S. and Iran. Analysts warn that such conflicts can heighten inflation concerns, particularly impacting regions like Europe and parts of Asia that rely heavily on energy imports. The potential for increased inflation may influence the Federal Reserve's stance on interest rates, particularly if energy prices continue to rise.

As profit margins improve for U.S. small- and mid-cap firms, caution is warranted. Sustained higher oil prices could challenge these growth trends, raising concerns about inflation dynamics. A balanced investment strategy that considers this complex landscape may be prudent to mitigate potential risks. Understanding these market conditions is essential for making informed financial decisions.

CNBC

07/22/2026

¡Campeones! Spain defeated Argentina 1-0 after extra time to win the 2026 World Cup, with substitute Ferran Torres scoring the game-winning goal. It marked Spain's first World Cup title since 2010! The tournament also made history off the pitch with the World Cup's first-ever halftime show, featuring stars like Justin Bieber and Shakira, making it a celebration of football, music, and love.

For more information on this and to read the full piece, click here:
https://livesocial.seismic.com/a6T7M8

07/15/2026

Second quarter earnings season is about to begin, and it arrives at an interesting moment. Companies are expected to grow earnings by roughly 24% year over year – a remarkably strong pace.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/at6oiI