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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.

Stocks Hit A Growth Spurt

Last week, markets absorbed a failed ceasefire deal and U.S. naval blockade of Iranian ports to close at a new all-time high. The S&P 500 returned 4.5% for the week

Weekly Economic Commentary

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.

Cease-Fire Sparks Risk On: Investors Swap Fear for FOMO

Stocks traded higher for a second consecutive week as a ceasefire announcement between the U.S. and Iran triggered the strongest single-day rally in roughly a year. The S&P 500 gained +3.7%, the
Reduce the Risk of Retiring at the Wrong Time

Reduce the Risk of Retiring at the Wrong Time

Retiring this year? There is something worth thinking about before you circle that date on the calendar. Consider a scenario where the Iran conflict or other geopolitical events plunge your

Weekly Economic Commentary

There is simply no way to spin this: the “affordability” metrics are ugly and likely to get uglier in the next two months. Inflation in the United States is running

Robertson Stephens Weekly Commentary – April 6, 2026

Economist Mohamed El-Erian, former CEO of bond market giant PIMCO, has a useful, intuitive way of thinking about exogenous shocks, i.e., unexpected events with unpredictable timing that occur outside of

Q1 Shocks: Energy, Inflation, Growth?

Highlights: Q1 2026 Performance  Equities  The first quarter was eventful for markets. Stocks traded higher to start the year, with the S&P 500 posting a modest gain in January. However,