Lynn A Scully, AWMA, Vice President/Investments - Stifel

Lynn A Scully, AWMA, Vice President/Investments - Stifel After Hours By Appointment Only
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The Knicks pulled off one of the biggest comebacks in NBA Finals history, erasing a 29-point deficit.For more informatio...
06/17/2026

The Knicks pulled off one of the biggest comebacks in NBA Finals history, erasing a 29-point deficit.

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

Agriculture accounted for nearly 7% of the U.S. economy just 25 years ago but is currently only around 4.5%. While globa...
06/15/2026

Agriculture accounted for nearly 7% of the U.S. economy just 25 years ago but is currently only around 4.5%. While globalization of the food industry has afforded consumers access to a myriad of markets and different products often at lower prices, the shifting composition of players has left the industry increasingly vulnerable to global supply and price shocks. Today, the traditional model of locally grown produce has shifted, where family-run farms play a minority role to international suppliers and big business distributors.

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

06/12/2026

The case for "higher for longer" interest rates is strengthening. Firming inflation, a resilient job market, and mounting government debt are putting upward pressure on rates and complicating the Fed's path forward. In this , our CIO Office breaks down the data driving this shift - and the potential implications for growth and equity market volatility.

https://stifel.info/SL061226

Congress passed a reconciliation bill to fund immigration enforcement agencies, setting the stage for potential movement...
06/11/2026

Congress passed a reconciliation bill to fund immigration enforcement agencies, setting the stage for potential movement on economic policy bills such as housing and crypto legislation. Brian Gardner outlines what's next and the hurdles facing these proposals, along with a possible markup of artificial intelligence legislation, the SEC's next steps on equity market structure, and the implications of a recent update on the Social Security trust fund.

Read about this and more in Potomac Perspective: https://livesocial.seismic.com/axSEFI

Reports from Microsoft are exposing AI's potential cost problem. Good news: The robots can do the work. Bad news: It mig...
06/10/2026

Reports from Microsoft are exposing AI's potential cost problem. Good news: The robots can do the work. Bad news: It might be cheaper to hire a human instead.

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

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/aCgMFO

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/aEJIq4

Resilient earnings, easing Middle East tensions, and renewed artificial intelligence enthusiasm extended the U.S. equity...
06/01/2026

Resilient earnings, easing Middle East tensions, and renewed artificial intelligence enthusiasm extended the U.S. equity rally to nine straight weeks, even with sticky inflation and an increasingly divided Federal Reserve.

Read more here: https://livesocial.seismic.com/a_iKQ4

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