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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.

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