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Weekly Economic Commentary

Ten days after Fourth of July, the fireworks continue with the testimony of new Federal Reserve Chairman Kevin Warsh before the House Financial Services Committee (July 14) and the Senate

Déjà Vu: Oil, Semi, Fed Move Markets 

Executive Summary  US Markets. Major U.S. stock indexes closed the week mixed, as a late-week rebound in semiconductor and artificial intelligence (AI)-related shares helped the Nasdaq Composite and the S&P

Robertson Stephens Weekly Commentary – July 6, 2026

Summer is a remarkably busy season in monetary policy circles. While legislators may take long vacations (one exception being Britain this year, where the prolonged transition to a new Prime

Weekly Economic Commentary

Summer is a remarkably busy season in monetary policy circles. While legislators may take long vacations (one exception being Britain this year, where the prolonged transition to a new Prime