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Caution or Optimism: Can AI Counter a Potential Economic Slowdown?
Investment Strategy Brief
We delve 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.
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First Quarter Earnings Season: Insights Into Forward Guidance
Sight|Lines
Earnings season, where companies report results for the previous quarter, provides views into recent results and company management’s forward guidance, or view as we look forward. We share a brief update as the first quarter 2024 earnings season begins.
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Potomac Perspective
Washington Policy
The House could vote this week on a package of foreign aid bills. This vote represents the best chance of approving assistance for Israel and Ukraine. We think passage is likely, but not guaranteed. A House committee will mark up trade legislation this week, which could eventually be included in year-end legislation.
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Special Edition Economic Insight:
A Closer Look: Disruptions and Costs of Shipping
Economic Insight
Supply chains are back in focus after Dali, a massive 95,000-ton container ship, collided with the 1.6-mile Francis Scott Key Bridge in Baltimore on March 26. The bridge crosses the only water route in and out of the harbor where the port is located. Additionally, the 3,600 commercial trucks that crossed the bridge each day prior to the collapse have also been disrupted.
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Stifel Bits
A breezy, lighthearted
approach to our insights
Costco is selling out of one-ounce 24-karat gold bars, leaving treasure hunters to settle for the next best thing: giant tubs of mixed nuts.
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Weekly Market Perspectives
For the week ending April 19, 2024
U.S. equity markets fell last week, marking the third straight weekly decline. A combination of higher Treasury yields as the Federal Reserve (Fed) pushes back on rate cuts, worries of a broader conflict in the Middle East, and nervousness ahead of earnings results from the “Magnificent Seven” has led to the increase in volatility.
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