Rising Rates, Resilient AI: Markets Face a Pivotal Fed Moment
Executive Summary The S&P 500 returned -0.8% as a jump in oil prices and two hot inflation gauges drove bond yields higher. Mid-cap stocks (-1.7%) and small-cap stocks (-2.4%) both
The Trouble With an All-Pre-Tax Retirement
For years, the standard retirement advice was simple: max out your traditional 401(k), take the upfront deduction, and let Uncle Sam wait to tax your Required Minimum Distributions (RMDs) inRobertson Stephens Weekly Commentary – September 8, 2026
The productivity of American workers has consistently been credited with the dominant economic growth and relatively low inflation of the US economy compared to other developed economies in the world, Opportunity Zone Deadline Approaches: Is Your Tax Plan Ready?
For taxpayers with Opportunity Zone investments under the original program, the deferral window closes on December 31. Any capital gain deferred into a Qualified Opportunity Fund must be recognized asAugust Leaderboard Rattled By Inflation and AI Risks
Executive Summary Through the end of August, the equity performance landscape generated: MSCI Emerging Markets Index +24.3%; Russell 2000 Value Index +23.7%; Russell 1000 Value Index +23.1%; MSCI Japan IndexLabor’s Long Evolution: Productivity, Prosperity, and the Future of Work
Worth Watching Labor Carries The Day . . . Or Does It? In honor of Labor Day, a thought-provoking chart on US labor seems appropriate. A good chart raises asRobertson Stephens Weekly Commentary – August 31, 2026
Federal Reserve Chairman Kevin Warsh used his speech at the Jackson Hole Economic Symposium to take back a bit of control over the interest rate narrative. He successfully communicated —