Stifel

Some of life’s most meaningful investments don’t show up on a statement. Today, we’re grateful for the mothers who invested their time, care, and lessons in us. Happy Mother's Day 🩶

Capex is surging, earnings are strengthening, and AI-related investment is showing up in GDP. SightLines unpacks how AI is moving from promise to measurable economic and market impact.

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.

We are proud to have delivered record first‑quarter results, with approximately $1.5 billion in revenue and earnings per share of $1.48. Read the full Q1 earnings report: bit.ly/42oXmJG

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.

U.S. job growth came in stronger than expected in March, even as signs of broader labor market cooling persist. The unemployment rate dipped to 4.3%, largely reflecting lower labor force participation. As policymakers assess what these evolving dynamics mean for interest rates, Stifel Chief Economist Lindsey Piegza, Ph.D. breaks down the latest data and the Fed’s potential path forward in her latest Economic Insights video. Watch the full video: youtu.be/NwKLTE7fylU

Success doesn’t come from focusing only on the outcome. It’s built through discipline, resilience, and trust in the process. That’s what connects Stifel to the athletes we’re proud to support: a shared commitment to pushing through challenges and showing up with courage every step of the way. In our recent webinar, Team Stifel athletes @MikaelaShiffrin, @alexferreiraski, and @jaekauf, and @breezyjohnsonski shared an inside look at their Olympic journeys. They opened up about the challenges they faced and the mindset that drives them on the world stage. We loved the opportunity to chat with them and reflect on their experiences during the Olympics. A special thank you to Steve Schlanger of @nbcsports and our CEO, Ron Kruszewski, for leading such a great conversation. Watch the full webinar: bit.ly/48ePXQu

When it comes to peace in the middle east, the U.S. says we’re negotiating, and Iran is denying it all. While peace talks MAY be possible, it is important to prepare for an extended conflict.

Good things come to those who wait, but great things come to those who swing. ⚾ And at Stifel, we let you know when. After all, your success is our success. Happy Opening Day, St. Louis Cardinals.

Big numbers shaping business, culture, and consumer trends right now. From faster delivery to shifting household dynamics, here’s what’s worth watching. Read the full piece: bit.ly/3O3dnBB

HISTORIC. 🤯 For the first time in 44 years, the Stifel U.S. Alpine Ski Team captured the 2026 Women’s Nations Cup, powered by remarkable depth with 11 wins, 27 podiums, and 16 athletes scoring World Cup points this season. Leading the charge Mikaela Shiffrin earned her record-tying 6th Overall Crystal Globe and 9th Slalom Globe, adding to an unbelievable 110 World Cup victories … oh, and Olympic gold. That’s how you finish a season. That’s how you set a new standard in ski racing excellence. #WhereSuccessMeetsSuccess

Join Stifel’s Michael O'Keeffe (CIO), Brian Gardner (Chief Washington Policy Strategist), and Lindsey Piegza, Ph.D. (Chief Economist) for a timely discussion on the developments in the Middle East, what could come next, and the potential implications for markets, the economy, and investors. Register here: bit.ly/4r5jqD0

We remain constructive on Japan. Prime Minister Takaichi’s decisive victory strengthens the mandate for fiscal expansion, the Bank of Japan’s rate normalization is improving the earnings backdrop, and the new U.S.-Japan investment agreement reinforces strategic alignment and reduced trade friction. Read the full piece: bit.ly/3OnPcxH

For years, Alex Ferreira has put in the work — refining his craft, pushing limits, and showing up with focus when it matters most. Excellence isn’t accidental. It’s intentional. That's what it means to be Alex Ferreira. And that's Where Success Meets Success.

Stifel is proud to partner with @DerekHough as the presenting sponsor of the Symphony of Dance Tour Encore. Join us for a world-class performance where success takes center stage. Purchase your tickets today: derekhough.com

A potential Kevin Warsh Fed could mean a shift from “managed predictability” to discipline through transparency—less high-frequency guidance, more true price discovery. That may raise day-to-day volatility, but strengthen long-run inflation credibility and reduce tail-risk. Read more: bit.ly/46lJToo

We are deeply saddened to share the unexpected passing of our colleague and friend, Alvin Spencer. Alvin brought an ease and warmth with him that people felt immediately. His humor and genuine care for others made everyone he met feel like a friend. While Alvin was a respected leader at Stifel, it’s the person he was that we will miss most. His kindness, his presence, and the relationships he built leave an impact that extends far beyond our walls. Our hearts are with Alvin’s family, partners, and all who are feeling this tremendous loss. He touched so many lives, and his memory will continue to do the same. We will miss you, Alvin.

Greatness lives on the mountain. This is its story. We’re proud to share the official trailer for “On the Edge: World Cup Ski Racing”, a new ESPN docuseries following the Stifel U.S. Ski Team and the world’s best alpine racers on their journey to the ultimate stage. As the title partner of the #StifelUSSkiTeam, we’re honored to support the athletes with such powerful stories of grit, resilience, and world class performance. And, we had a little fun helping produce it too. Stream the first three episodes on the ESPN app. #WhereSuccessMeetsSuccess

Gold’s run may be signaling rising fiscal trajectory and sovereign-risk worries. Dollar weakness, central bank buying, and ETF inflows are key. Read the full piece here: bit.ly/4q7oDKk #Markets #Fed

Recently we reported record revenue and earnings, reflecting a resilient economy and supportive policy tailwinds. While tariffs remain a headwind, our Chairman & CEO Ron Kruszewski joins Kelly Evans with CNBC to discuss our performance and his perspective on the broader economic environment.