Stifel

It's not just a streak. It's our standard. 🏆 Based on the results of the JD Power 2026 U.S. Satisfaction Study℠ . For JD Power 2026 award information, visit jdpower.com/awards. Compensation provided for using, not obtaining, the award.

In honor of Juneteenth, Stifel and the markets will be closed.

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. We break down the impact across markets and what it means for the Fed going forward.

Inflation…cooling, but not simplifying. In this SightLines, we explore why mixed drivers are keeping the Fed on edge, and rates higher for longer.

Success is earned, not given. Congratulations to Haskins and ANNIKA Awards winners, Jackson Koivun and Farah O'Keefe. We’re proud to present these two prestigious awards, recognizing the most outstanding players in college golf. ⛳️ #WhereSuccessMeetsSuccess

Making history. Inspiring the future. Congratulations to Tewaaraton Award winners, Madison Taylor and Shawn Lyght on winning the most prestigious honor in college lacrosse! #WhereSuccessMeetsSuccess

Say hello to our 2026 intern class 👋 We can’t wait to see the impact this talented group will make as they learn, grow, and gain hands-on experience across the firm.

Geopolitical risk is a new normal. In this SightLines, we discuss what a more fragmented world means for investors.

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