Jon Randall, CPFA, Senior Vice President/Investments - Stifel, Southfield, MI Videos
Videos by Jon Randall, CPFA, Senior Vice President/Investments - Stifel in Southfield.
Is a slowdown on the horizon? The job market is cooling, consumer sentiment is cautiously optimistic, and third quarter GDP was positive but below expectations. We explore these key economic indicators and their impact on the economy and markets as we look forward.
https://stifel.info/SL110124
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Is a slowdown on the horizon? The job market is cooling, consumer sentiment is cautiously optimistic, and third quarter GDP was positive but below expectations. We explore these key economic indicators and their impact on the economy and markets as we look forward. https://stifel.info/SL110124
Take a look at 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.
With the 2024 U.S. elections just over a week away, investors are eager to know the impact on markets, portfolios and investment opportunities. In this #StifelSightLines, we preview the election and client webinar that Brian Gardner, Stifel's Chief Washington Policy Strategist, and I will be hosting next week. https://stifel.info/SL102524
Given increased levels of debt and a higher-for-longer interest rate environment, we've been raising the alarm about a pending Fiscal Transition across our economy. Learn about the potential risks in this week's #StifelSightLines. https://stifel.info/SL101824
Let's dive into our long-term investment themes, highlighting value-creation opportunities that will shape the way we live, interact, and consume goods and services. https://stifel.info/SL101124
Feeling good about the stock market? Not so fast. Artificial Intelligence and Federal Reserve rate cut optimism may be driving markets higher, but global risks could trigger a recession and a bear market. https://stifel.info/SL092724
In this week's #StifelSightLines, we review the results of this week's Federal Reserve meeting and assess the risk of monetary policy error, in one direction or the other. https://stifel.info/SL092024
In this #StifelSightLines, we consider if rate cuts likely starting next week will be enough to prevent a recession and sustain the bull market, or whether a recession or bear market is on the horizon. https://stifel.info/SL091324
In this #StifelSightLines, we revisit topics of increasing market volatility and the prospect of a breakout market, in one direction or the other. https://stifel.info/SL0090624
In this #StifelSightLines, we review the second quarter "earnings season," unpacking the quarter's results so far, as well as implications for the future, including AI and the potential for a consumer slowdown. https://stifel.info/SL081624
Market experts have been focused on a softening job market, weaker manufacturing, and a rate hike in Japan as drivers of recent market moves. In this #StifelSightLines, we review these catalysts for the recent market volatility and explore the potential for breakout markets going forward, in one direction or the other. https://stifel.info/SL080924
In this #StifelSightLines, we review the investment implications of the various outcomes for the U.S. elections. https://stifel.info/SL080224
In this #StifelSightLines, we review the main platforms of each candidate as the U.S. elections take shape. https://stifel.info/SL072624