Loading . . .

Spring Surge: April Showers Watered a Bullish Market

Executive Summary  Last Week  Stocks largely ignored the wave of conflicting headlines about the war in the Middle East and a hawkish Federal Reserve policy meeting to post solid gains in most

Weekly Economic Commentary

GDP growth and consumer inflation figures released last week for both the Euro Area and the United States effectively told a tale of two different economies — both at war

New Highs, Old Risks: Markets Rally Amid Geopolitical Whiplash

Executive Summary  Most major U.S. stock indexes finished the week higher, with several hitting record highs, as some generally positive economic data, ongoing strength in artificial intelligence (AI)-linked stocks, and upbeat earnings

Weekly Economic Commentary

April ends with a flurry of important economic numbers and a heavy dose of Federal Reserve drama. The current range of estimates for first quarter US GDP growth is a fairly

Robertson Stephens Weekly Commentary – April 20, 2026

Euro Area inflation was 2.6% in March on a year-over-year basis, striking some observers as a surprisingly benign number given Europe’s considerable exposure to higher oil and natural gas prices.