Robertson Stephens Weekly Commentary – December 15, 2025
As the year draws to a close, where do we find ourselves? Most likely, not where many of us thought we would be. Economic growth of 2.7-3%, inflation of 2.7-3%, a rising
Should I Open a Trump Account for My Child?
Between the headlines about the One Big Beautiful Bill Act and Michael Dell’s $6.25 billion donation, many have been asking whether these new accounts should be opened for children or grandchildren. BelowRisk-On Rally as the Fed Fine-Tunes Policy and Market Leadership Broadens
Executive Summary Last week, markets leaned risk-on as the Fed delivered its third consecutive rate cut and investors doubled down on the soft-landing narrative. Stocks wavered early but rallied after2025’s Unexpected Strength, 2026’s Unanswered Questions
As the year draws to a close, where do we find ourselves? Most likely, not where many of us thought we would be. Economic growth of 2.7-3%, inflation of 2.7-3%, a risingRobertson Stephens Weekly Commentary – December 8, 2025
Lessened concern about consumer spending weakness in December, and optimism about end-of-year economic growth, risks overlooking the intense focus of American business on 2026 profitability. Adjustments to the global trade