Ben Weible, Senior Vice President/Investments - Stifel

04/01/2026

A second reconciliation bill might be back on the table as Republicans figure out how to approve additional funds for defense and reopen the Department of Homeland Security. If Republicans pursue reconciliation, then additional tax cuts could also be on the table. So could offsets. In anticipation of upcoming negotiations over a reconciliation bill, we list a few "pay-fors" that might be floated. Even if these proposals are not adopted, investors should expect increased headline risk in the coming weeks and months.

Click here to read more in Potomac Perspective from Brian Gardner, Stifel's Chief Washington Policy Strategist: https://livesocial.seismic.com/aVk5eL

04/01/2026

Remember when tokens were just how many games you could play at the arcade? We've come a long way. Today, "tokens" might mean spins of Wheel of Fortune … or the basic building blocks artificial intelligence uses to read, think, and respond.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aUpf1h

03/31/2026

U.S. equities rose on signs of Middle East de-escalation, easing concerns over oil supply disruptions.

Learn more in today's Market Pulse: https://livesocial.seismic.com/avoFKi

03/31/2026

The prospects for passing the CLARITY Act have improved as a compromise regarding the Stablecoin yield issue may have opened the door to a markup in the Senate Banking Committee. Despite increased optimism for the bill's chances, it still faces an uphill climb. Brian Gardner, Stifel's Chief Washington Policy Strategist, discusses some of the hurdles in its path.

Read more here: https://livesocial.seismic.com/a8-YPS

03/31/2026

Geopolitical tensions drove markets as equities advanced, oil surged, and Federal Reserve officials signaled patience amid inflation risks and uncertain diplomacy.

View the full piece here: https://livesocial.seismic.com/ahi7Oo

03/27/2026

When it comes to peace in the middle east, the U.S. says we're negotiating, and Iran is denying it all. While peace talks MAY be possible, it is important to prepare for an extended conflict. Checkout SightLines to better understand how a prolonged conflict may impact our lives…and our markets.

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03/25/2026

With spring just around the corner, youth sports season is officially kicking into high gear. Across the country, fields are being lined, schedules are filling up, and parents are dusting off folding chairs for long weekends on the sidelines. Youth sports have morphed into a massive industry, with families spending tens of billions annually on travel teams, elite training, and enough uniforms to clothe a small army.

For more information on this and to read the full piece click:https://www.stifel.com/Newsletters/AdGraphics/InSight/Stifel_Bits/2026/SB_032526.pdf

03/23/2026

The Trump administration's request for an additional $200 billion to fund efforts in Iran could possibly open the door to an economic stimulus package. Read about this and more in Potomac Perspective from Brian Gardner, Stifel's Chief Washington Policy Strategist: https://livesocial.seismic.com/axJiyU

03/23/2026

Now in its third week, the Iranian conflict continues to weigh on markets as investors and everyday consumers brace for the uncertainty of war. The conflict will surely exacerbate higher prices and supply disruptions that were already well rooted due to significant recent revisions to international policy, including tariffs.

Read more here: https://livesocial.seismic.com/aLCZ0h

03/20/2026

Markets are reacting to fast moving military actions in the Middle East, with oil up, stocks down, and volatility increased since the conflict began. Some effects argue for Fed hikes, others Fed cuts, and the Fed left rates unchanged at its meeting. Check out Sight|Lines as we unpack the results of Fed meeting, review some of the latest market reactions to the conflict, and discuss the implications for future Fed policy.

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