Lindsey Piegza

Michael Purves, market strategist focused on volatility and S&P targets. Jill Carey Hall, U.S. SMID equity strategist specializing in small- and mid-cap rotation. Lindsey Piegza, chief economist known for macro and rate calls. Jay Pelosky, global macro allocator eyeing commodities and currency themes. They debate market breadth, VIX and hedging, small- vs mid-cap dynamics, Fed communication, jobs outlook, and a global spending super cycle.

Henrietta Treyz, co-founder of policy intelligence firm Veda Partners; Lindsey Piegza, Stifel’s chief economist; and Bob Michele, J.P. Morgan Asset Management’s fixed-income chief, examine surging yields, bond opportunities, inflation, jobs, credit markets and energy costs. They also explore Fed policy, Strait of Hormuz negotiations, diesel restrictions, Republican divisions and the political risks of war.

Join Jeffrey Rosenberg, a Portfolio Manager at BlackRock, and Lindsey Piegza, Chief Economist at Stifel, as they delve into the complexities of inflation and interest rates in the current market. They discuss the potential for rate cuts and the implications of a second Trump administration on economic policies. Rosenberg dives into fixed income strategies while Piegza offers insights on consumer spending trends. Together, they navigate the intricate landscape of economic resilience and the evolving political dynamics shaping investment opportunities.

Dina Esfandiary, Middle East GeoEconomics lead, explains U.S. military buildup, shifting objectives toward Iran, and escalation risks. Lindsey Piegza, chief economist, focuses on GDP nuances, inflation near 3%, and Fed reaction. Anastasia Amoroso, private-wealth strategist, covers U.S. equity strength, European momentum, and private credit versus treasuries.

Jim Zelter, President of Apollo Global Management, shares insights on the strong M&A market and the resilience of the U.S. economy. Lindsey Piegza, Chief Economist at Stifel, discusses inflation risks and the Fed's upcoming decisions. Katy Kaminski, Chief Research Strategist at AlphaSimplex, highlights how optimism for rate cuts is benefiting small and mid-cap stocks. Matt Shay from the National Retail Federation analyzes holiday sales trends, inventory strategies, and consumer spending dynamics as retailers adapt to market challenges.

Mike Wirth, CEO of Chevron, shares insights on long-cycle energy investments, emphasizing the importance of capital efficiency and technological advancements. He explores Chevron's interest in Iraq and discusses ongoing projects to supply natural gas power to AI data centers. Julian Emanuel, Evercore ISI's Chief Equity Strategist, analyzes the shift from a 40-year bond bull market and warns about market risks amid December volatility. Lindsey Piegza, Chief Economist at Stifel Nicolaus, dives into persistent inflation issues and the impact of fiscal policy and AI on energy pricing dynamics.

Jeremy Stretch breaks down the ECB's decision, Lindsey Piegza discusses fast-paced US GDP growth, Ed Mills predicts no government shutdown, Mandeep Singh highlights AI as a focus for Big Tech

Massim Taleb, a Senior Scientific Advisor at Universa Investments, joins accomplished author Scott Patterson, Chief Economist Lindsey Piegza from Stifel, and Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams for a dynamic discussion. They tackle the chaos in financial markets, emphasizing 'black swan' events. Explore the growth of direct lending and its challenges. They also analyze Fed decisions against labor market fluctuations and dive into varying economic sentiments shaping policy decisions. A must-listen for investors navigating today's landscape!

Ed Yardeni, President at Yardeni Research, brings his bullish economic insights, discussing how inflation could impact Fed rate policies and looming tariffs from Trump. Jay Hatfield, CEO at Infrastructure Capital Management, dives into the nuances of retail sales and the ongoing gradual disinflation trend. Lindsey Piegza, Chief Economist at Stifel, provides expert commentary on the Federal Reserve's monetary approach, analyzing the tensions between inflation concerns and economic growth. Together, they tackle critical issues affecting today's market landscape.

Lindsey Piegza, Chief Economist at Stifel, shares insights on the looming threat of inflation resurfacing amidst the Federal Reserve's dovish stance on interest rates. Ethan Bronner, Bloomberg's Israel Bureau Chief, discusses the escalating regional tensions, particularly between Israel and Hezbollah, and the risk of wider conflict. Pierre Ferragu, a tech expert, provides a look into how Nvidia is shaping the AI landscape and market readiness as earnings are on the horizon, highlighting the intersection of technology and geopolitics.