Robertson Stephens Weekly Commentary – August 17, 2026
Consumer inflation decelerated slightly in July; new jobless claims are running well below the levels of 2025; third-quarter US economic growth is estimated at approximately 3.5%; and average hourly earnings
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Executive Summary Last week, stock prices were up and bond prices were down (yields up). The MSCI Emerging Markets and MSCI EAFE indices outperformed the S&P 500. The best-performing sectorsWeekly Economic Commentary
First Things What’s Not To Like? Consumer inflation decelerated slightly in July, new jobless claims are running well below the levels of 2025, third quarter US economic growth is estimatedRobertson Stephens Weekly Commentary – August 10, 2026
The “K-shaped economy” is back in the news, mostly as a result of the attempts by government officials to deny it exists. Some economists are sympathetic to the frustration over An Estate Planning Blueprint by Life Stage: Is Yours Out of Date?
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Executive Summary Last week, stock and bond prices were up. The S&P 500 outperformed both the MSCI EAFE non-us developed and MSCI Emerging Markets Index. The best-performing sectors in theWeekly Economic Commentary
The “K-shaped economy” is back in the news, mostly as a result of the attempts by government officials to deny it exists. Some economists are sympathetic to the frustration overRobertson Stephens Weekly Commentary – August 3, 2026
The Bureau of Economic Analysis (BEA) released considerable, albeit preliminary, data on the US economy in the second quarter, and much of the story got lost in the glare of