Alisa Franklin, Financial Advisor, CFP - Stifel

09/08/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D takes a closer look at the latest August payrolls report and what it means for future Fed policy.

08/31/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, discusses massive volatility in the global energy market hurting American consumers as gasoline prices spiked to a four-year high of $4.56 a gallon in May. Since then, prices have cooled somewhat, down 10%, but they are still 45% higher than at the start of the year.

Read the full report here: https://livesocial.seismic.com/ahcszD

08/17/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, offers an updated view on the economy, policy, and what to expect looking out further into 2026.

Watch the full report here: https://livesocial.seismic.com/aKozL8

08/10/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, takes a closer look at the latest July payrolls report and what it means for future Fed policy.

07/30/2026

This month, Stifel's Chief Investment Officer, Michael O'Keeffe shares a mid-summer update across five fronts: the path forward after the U.S.-Iran peace agreement, an economy resilient despite risks, a "higher for longer" rate backdrop, equity valuations and earnings in focus, and the long-term themes – led by artificial intelligence – defining the future.

Read the full report here: https://stifel.info/ISB072026

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07/20/2026

Topline growth maintained an adequate 2% pace at the start of the year, propelled by positive investment flows, particularly within technology. Ongoing consumer strength also contributed to solid activity early on, which is a reflection of still-decent labor market conditions.

Read more in this week's Economic Insight from Stifel's Chief Economist, Lindsey Piegza, PhD,: https://livesocial.seismic.com/ayZ-lT

07/13/2026

The U.S. consumer continues to be resilient despite uncertainty and challenges in the economy. This is due, in good part, to decent labor market conditions.

The consumer, however, is not on unshakable footing as falling household savings may eventually become a drag on spending. "Buy Now, Pay Later" payment options and other inorganic factors, such as 401(k) hardship withdrawals and intergenerational wealth transfers, are deflecting some of those headwinds for now, but eventually rising household debt could pose problems for consumers.

Read more in Economic Insight from Stifel's Chief Economist, Lindsey Piegza, Ph.D, here: https://livesocial.seismic.com/aUwgVI

07/09/2026

After an unsettled start to the year, the second quarter saw markets roar back – even as a new Federal Reserve chair, firmer inflation, and a fragile Middle East de-escalation reshaped the path for growth, rates, and returns. In this edition of Quarterly Market Perspectives, we examine how these forces are shaping our second-half outlook and what they could mean for investor positioning.

Read the full piece here: https://livesocial.seismic.com/aQxB5a

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

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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.