In this episode, we discuss tariffs, inflation/Fed policy, the spending bill, and our outlook for the second half of 2025. To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

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