Brent Buller, Vice President/Investments - Stifel
CA Insurance Lic. #4281760
"After Hours By Appointment Only"
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Stifel Financial Corp. Stifel Financial Corp. Statements and messages are for U.S.
and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my
Our June Investment Strategy Brief discusses what's in focus for the second half of 2024, including elections, inflation, Federal Reserve policy, a potential economic slowdown, and what these forces might mean for market performance going forward: https://stifel.info/ISB062024
Recent economic and market data continue to reflect a resilient economy and corporate profits. Our May Investment Strategy Brief discusses the economic and market implications of market interest rates staying higher for longer: https://stifel.info/ISB052424
Our April Investment Strategy Brief delves into continued inflationary pressures, Fed policy, and the health of the U.S. consumer. We also examine the rally in commodity prices, the global election supercycle, and related investment implications: https://stifel.info/ISB041724
There's lots of optimism out there on both the economy and markets. In our March Investment Strategy Brief, we discuss how we're watching for a slowdown, including a focus on the consumer, Federal Reserve policy, and other stresses related to higher interest rates, like with regional banks: https://stifel.info/ISB031824
Investment Strategy Brief | March 2024 vimeo.com
As we start 2024, Artificial Intelligence (AI) remains top of mind for investors. Our February Investment Strategy Brief delves into the transformative impact of AI and related market dynamics. We also examine continued inflation concerns, monetary policy, and investment implications: https://stifel.info/ISB022024
$9,800: The average ticket price for the upcoming matchup between Kansas City and San Francisco, the most expensive on record. For more information on this and to read the full piece, click below.
56 million: The number of viewers of the Chiefs-Bills playoff game at its peak, breaking the record for the most watched NFL divisional round game of all time. For more information on this and to read the full piece, click below.
8.2%: The decline in champagne shipments from France in 2023 compared to 2022, totaling 299 million bottles. For more information on this and to read the full piece, click below.
Entering 2024, we observe several enduring changes in the post-pandemic world that may well require a recalibration of market expectations. In this month's Investment Strategy Brief, we look back at 2023 and review our outlook for the year on inflation, monetary policy, the economy, and markets: https://stifel.info/ISB012224
19.6%: The percentage of unleased office space in U.S. major cities as of the fourth quarter, up from 18.8% a year earlier. For more information on this and to read the full piece, click below.
49%: The percentage of U.S. restaurants that reported lower check averages in 2023, according to a restaurant-focused nonprofit. For more information on this and to read the full piece, click below.
13.3 million: The number of barrels of oil the United States is set to produce per day during the fourth quarter of this year, a global record, according to a report by S&P Global Commodity Insights. For more information on this and to read the full piece, click below.
3.1%: The Consumer Price Index reading for November 2023, down from its peak of 9.1% in June 2022. For more information on this and to read the full piece, click below.
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