Robertson Stephens Weekly Commentary – October 19, 2026
Inflation is a real problem. If you are a central banker, anywhere, the proper response to that statement is “of course.” Some economists, pre-disposed to equivocating, might answer “maybe”; Exhibit
For Better or for Worse: How Marriage Shapes Your Tax Bill
Whenever people talk about how the U.S. tax code treats married couples, the phrase “marriage penalty” is typically used. But calling it a flat penalty oversimplifies things. Depending on howTreasury Yields Fall as Inflation and AI Debt Worries Rise
Executive Summary Last week, stock prices were mixed, and bond prices were up (yields down). The MSCI EAFE (non-US developed) outperformed the S&P 500 and MSCI Emerging Markets indices. TheEconomic Commentary: Higher, Faster, Not Better
Worth Watching Higher, Faster, Not Better Inflation is a real problem. If you are a central banker, anywhere, the proper response to that statement is “of course.” Some economists, pre-disposed toRobertson Stephens Weekly Commentary – October 12, 2026
US exports increased in August, but not nearly enough to counter surging imports. Energy played a role on both sides of the equation. As has been widely discussed, diesel and 2026 Year-End Tax Planning: Key Strategies for Charitable Giving, SALT, AMT, and Retirement Contributions
For many households, 2026 is the first year that effects of the One Big Beautiful Bill Act (OBBBA) may show up on your actual tax return. Some of the newBig Banks Kick Off Earnings as AI Theme Drives Markets
Executive Summary Major U.S. stock indexes finished the week mixed amid volatility in artificial intelligence (AI)-related stocks, developments in the Middle East, and sharp moves in energy prices and TreasuryEconomic Commentary: Deficit Attention Disorder
Worth Watching Deficit Attention Disorder US exports increased in August, but not nearly enough to counter surging imports. Energy played a role on both sides of the equation. As hasRobertson Stephens Weekly Commentary – October 5, 2026
Eurozone inflation rose to an uncomfortably high 3.8% in August. More inflation and economic data for Europe will be forthcoming this week, along with a number of speeches by European