Robertson Stephens Weekly Commentary – September 28, 2026
Markets are eagerly anticipating the US employment and inflation numbers this week, hoping to confirm a view that the economy is running strong but not too hot and inflation is
Retiring Abroad? Plan Before You Pack
With the rising cost of living, more families are exploring whether their retirement savings could go further outside the U.S. For some, moving abroad offers a more affordable lifestyle. ForMarkets Climb as AI Optimism Meets Higher Rates
Executive Summary The S&P 500 returned 1.2%, unperturbed by rising global interest rates. A renewed rally in semiconductor stocks drove the NASDAQ to an all-time high mid-week; markets remained optimisticEconomic Commentary: Good vs. Not Nearly Good Enough
Worth Watching Good vs. Not Nearly Good Enough Markets are eagerly anticipating the US employment and inflation numbers this week, hoping to confirm a view that the economy is runningRobertson Stephens Weekly Commentary – September 22, 2026
Every home realtor knows that a 7% mortgage rate is the kiss of death. Stock market savants know that a 5% 10-year Treasury yield is a tipping point. Lots ofEconomic Commentary: The Benefit of a Clear Mind and Strong Stomach
Worth Watching The Benefit of a Clear Mind and Strong Stomach Every home realtor knows that a 7% mortgage rate is the kiss of death. Stock market savants know thatEquity Markets Not Fearful of Fed or Yields, Yet…
Executive Summary Last week, the major U.S. stock indexes finished mixed. The Federal Reserve announced its first rate hike since 2023, and oil prices bounced around due to Middle East