Bayley Havel Financial Group - Stifel

10/14/2026

Checked the weather? Streamed a football game on a flight? Sent a text from a remote area? There's a good chance a satellite played a role. When people think about the space economy, they often picture astronauts, moon missions, and sci-fi-worthy technology. The reality is much more Earth-focused. Satellites already help power communications, navigation, weather forecasting, agriculture, transportation, and national security.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/axP4gZ

10/13/2026

Political tailwinds have benefited the financial services sector during the first two years of President Trump's term. We doubt that a Democratic win in the midterm elections would create a headwind for the industry, but, it might not enjoy as strong of a following breeze as it has to this point. In this note, it is discussed how the political environment could change for financials. Some headline risk is expected, especially for the Global Systemically Important Banks (GSIBs). However, few changes in policy are expected, although it is acknowledged there is an increased risk for the credit card industry.

Also updated are thoughts on the state of the midterms. The base case remains: The House is likely to flip, while the Republicans still maintain a slim advantage to retain the Senate (an admittedly nonconsensus view). In the Senate, Democrats lead the polls in enough races to win, but several of the leads are within the margin of error. It has been questioned whether they will hold up.

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

10/09/2026

The third quarter brought continued economic growth and gains in U.S. equities, even as renewed conflict in the Middle East pushed energy prices higher and persistent inflation prompted the Federal Reserve to raise rates. In this edition of Quarterly Market Perspectives, we examine how these developments are shaping our year-end outlook and what they could mean for investor positioning.

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

10/07/2026

When the Art Gallery of Ontario acquired Portrait of a Lady Holding an Orange Blossom, curator Adam Levine couldn't resist a good mystery. Six years of archival digging, conservation work, crowdsourcing, and even a podcast later, the museum finally identified both the subject and the artist. Apparently, art history is just a very slow episode of CSI.

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

09/30/2026

The Senate might consider data center legislation before it leaves Washington to campaign for the upcoming midterms. Some are skeptical about the prospects for the Ratepayer Protection Act (RPA). If the Senate blocks the bill, then it could reemerge in the lame duck session of Congress. However, the potential output during the lame duck session will depend on the election results and might not be overly productive.

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

09/30/2026

Not long ago, investors were counting down to rate cuts. Now, they're debating how many more hikes the Federal Reserve has left in the tank. Fed officials reiterated that inflation remains public enemy number one. Fed Chair Kevin Warsh said inflation has been "too high for too long."

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

09/23/2026

"So we removed a dose of accommodation." – Kevin Warsh, Federal Reserve Chair, during his post-meeting press conference following the Federal Open Market Committee's decision to raise rates a quarter point to 3.75%-4.00%.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/abs9r1

09/21/2026

In this month's Investment Strategy Brief, our CIO Office unpacks numerous crosscurrents in the current environment, including Iran/oil prices, inflation/Federal Reserve policy, fiscal trajectory/elevated rates, and artificial intelligence infrastructure/deployment.

Read the full report here: https://stifel.info/ISB092026

youtube.com

09/16/2026

For young workers without a college degree, the job market is the strongest it has been in years. New research shows unemployment among 22- to 34-year-olds without degrees is near historic lows, driven by strong demand for skilled trades workers. Turns out knowing how to fix something may be more valuable than knowing how to explain why a PowerPoint will improve ROI.

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

09/15/2026

Congress returns to Washington for a brief period ahead of the midterm elections. For investors, the big event this week could be a Senate vote on digital asset legislation.

Read more in this week's Potomac Perspective from Stifel's Chief Washington Policy Strategist, Brian Gardner: https://livesocial.seismic.com/aCr90B