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 SenateDéjà 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&PRobertson 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 PrimeWeekly 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 PrimeQ2 Market Recap: Broadening Beyond AI: A Strong Quarter for Stocks
Q2 2026 Executive Summary Stocks staged a strong recovery in Q2, with the S&P 500 gaining +15% and finishing near record highs. The Middle East conflict and oil shock that
The Second-Home Decision: Balancing Aspirations with a Long-Term Plan
Whether it is a ski home in Aspen, a beachfront escape in Miami, or a metropolitan pied-à-terre, many affluent families aspire to purchase a second home. Yet as the luxuryRobertson Stephens Weekly Commentary – June 29, 2026
As the US looks forward to a week of celebrations of the 250th Anniversary of its founding, it also takes a step into the second half of an extremely tumultuousSharing Is Caring: Market Performance Breadth Improves
Markets traded lower last week, though there was relative strength beneath the major equity indexes. The S&P 500 and Nasdaq both ended the week lower as the largest tech stocks