Kevin Dunklow, Financial Advisor - Stifel

06/26/2026

Trump's cancellation of the housing bill signing ceremony raises questions about constitutional options. Stifel's Chief Washington Policy Strategist, Brian Gardner discusses the potential courses of action and reiterates his expectation that the legislation will become law this year, even if the timing is uncertain. The prospects for the CLARITY Act have slipped as Senators failed to reach a breakthrough on the bill before a key date (the July 4th recess).

Read more in the full newsletter:https://www.stifel.com/newsletters/adgraphics/InSight/Potomac-Perspectives/2026/PP_062626.pdf

06/24/2026

The Federal Reserve met last week and did what it has done all year: nothing. Rates stayed in the 3.50%-3.75% range, marking a fourth straight hold and an outcome that markets had already priced in. The real story was not the decision. It was what the Fed said about the future.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aSep8M

06/22/2026

We are pleased to share the latest Weekly Economic Brief from Stifel's Chief Economist, Dr. Lindsey Piegza, Ph.D, which provides a summary of the key developments impacting the economy and financial markets.

06/22/2026

This month, our CIO Office explores how a U.S.-Iran agreement may shape our second half outlook, including a discussion about GDP growth, inflation, Federal Reserve policy, yields, equities, and why market performance may broaden.

Read more here: https://stifel.info/ISB042026

youtube.com

06/22/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, takes a closer look at the latest Fed decision and the outlook for monetary policy.

Watch the full report below.

06/18/2026

After nearly four months of fighting, the U.S. and Iran agreed to a framework. Markets reacted: oil fell, equities hit record highs, and Treasury yields and inflation expectations eased. In this week's , our CIO Office breaks down the impact across markets and what it means for the Fed going forward.

https://stifel.info/SL061826

06/17/2026

A bicameral agreement on a housing bill seems to lean towards the House's version of the legislation. This is a positive for the build-to-rent sector. The 21st Century ROAD to Housing Act also includes regulatory relief for the manufactured housing industry and some modest changes to community bank regulation. Despite the rhetoric, the bill is unlikely to have a material impact on housing prices in the near-term.

Read more here: https://livesocial.seismic.com/aOnN5f

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/aPC5Fe

06/16/2026

We are pleased to share the latest Weekly Economic Brief from Stifel's Chief Economist, Dr. Lindsey Piegza, Ph.D., which provides a summary of the key developments impacting the economy and financial markets.

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/aGhJjR