Robertson Stephens Weekly Commentary – March 16, 2026
Data availability is critical to financial markets, economists, and businesses, and data can come from many organizations, including but not exclusively agencies of the Federal Government. A number of well-established
The Silent Driver of Wealth Erosion (It’s Not Inflation)
Recent economic reports indicate that while the most extreme inflationary spikes have subsided, the path to price stability remains complex. February’s data showed headline inflation at 2.4%, yet the Federal Reserve’s preferred metric—the PCEMonitoring Inflation Shock Potentially Transitioning to Growth Shock
Executive Summary The S&P 500 fell for the third week in a row, with the Nasdaq down eight times in the last nine weeks. The dollar strengthened against the majorWeekly Economic Commentary
Data availability is critical to financial markets, economists and businesses and data can come from many organizations, including but not-exclusively agencies of the Federal Government. A number of well-established industries have created surveys andRobertson Stephens Weekly Commentary – March 9, 2026
War always creates economic turmoil. It changes prices, adds to national debt and heightens uncertainty. As such, war may impact economic decision-making even in markets not apparently directly affected by Staying the Course When Markets Feel Unsteady
Geopolitical headlines over the last week have been nothing short of jarring. As news of the joint U.S. and Israeli air strikes on Iran continues to dominate the global cycle,Triple Whammy Shocks: Geopolitical, Labor and Private Credit
Executive Summary Last week, stock and bond prices were down and yields were up. Three simultaneous shocks are feeding off each other: oil at $100/bbl (up 35% in a week), a February jobsWeekly Economic Commentary
War always creates economic turmoil. It changes prices, adds to national debt and heightens uncertainty. As such, war may impact economic decision-making even in markets not apparently directly affected by combat. One example of such effectRobertson Stephens Weekly Commentary – March 2, 2026
The extremely valid question regarding the impact of war in the Middle East on the global economy simply cannot be well answered at this time. Several immediate areas of concern