Huggins Wealth Management Group - Stifel

05/25/2026

On this Memorial Day, we honor those who made the ultimate sacrifice in service to our country. Stifel and the markets will be closed today in remembrance.

05/14/2026

Better steam engines increased, rather than reduced, coal use—an example of the Jevons paradox. With AI, the same dynamic may apply, potentially driving greater demand for analysis, coding, drafting, design, service, and research. Learn more in this week's from our CIO Office.

https://stifel.info/SL051426

05/08/2026

AI is transitioning from a long-term investment theme to a measurable driver of markets and the economy. Capex is surging, earnings are strengthening, and AI-related investment is showing up in GDP. Check out the latest to better understand why investors will focus on whether that spending produces durable earnings, productivity, and monetization.

https://stifel.info/SL050826

05/01/2026

The UAE's exit from OPEC underscores a longer-term decline in the cartel's influence, as rising U.S. energy dominance and geopolitical tensions continue to reshape power dynamics in global oil markets. Learn more in this week's .

https://stifel.info/SL050126

04/24/2026

Under Kevin Warsh's leadership, the Federal Reserve would likely offer less "prepackaged" forward guidance, requiring investors to interpret inflation, growth, and policy in real time. This approach could result in speedier price discovery and a sturdier market structure over time, even if it leads to a modestly higher term and risk premia in the near term. Learn more in this week's .

https://stifel.info/SL042426

04/17/2026

Supply disruptions often appear isolated at first, but shortages that begin upstream tend to deliver broader and more delayed economic damage than investors initially expect. While the Iran conflict has put oil in focus, a range of upstream inputs, many of which sit at the front of long production chains, are also being affected. In this week's , Stifel's Chief Investment Officer, Michael O'Keeffe, highlights where less obvious pressures may emerge and what investors should watch as these disruptions move downstream.

https://stifel.info/SL041726

04/08/2026

The first quarter closed with markets navigating a mix of crosscurrents – technological disruption, shifting policy, and geopolitical shock – each pulling on growth, inflation, and investor sentiment in different ways. In this edition of Quarterly Market Perspectives from our CIO Office, they analyze how these dynamics are influencing our outlook and what it means for investor positioning.

View more here: https://livesocial.seismic.com/aESqtN

04/08/2026

Private credit has grown rapidly into a $1.8 trillion market. Recently, there's been a focus on defaults and increasing redemption requests from private credit. While pockets of stress are emerging in select industries, we see no evidence of broad deterioration or systemic risk. In this week's , our CIO Office breaks down what's driving the concern and what investors should be watching next.

https://stifel.info/SL040826

04/08/2026

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/a7SxuK