Robertson Stephens Weekly Commentary – August 24, 2026
The speech by the Chairman of the Federal Reserve on the last full day of the Jackson Hole Economic Policy Symposium is always a highly anticipated event. This year it
Choosing a Corporate Trustee: Why Separation of Duties Can Protect Your Family
One of the more important decisions when setting up a trust is deciding who will actually administer it. Sometimes a family member is well suited to the role, but ifLong – Term Treasuries Are Misbehaving
Executive Summary Last week, the S&P 500 returned -1.4% as hopes for a deal to end the war in the Middle East faded; oil prices and treasury yields rose. SemiconductorsJackson Hole Under the Spotlight: Can the Fed Restore Confidence?
Worth Watching Best Laid Plans The speech by the Chairman of the Federal Reserve on the last full day of the Jackson Hole Economic Policy Symposium is always a highlyRobertson Stephens Weekly Commentary – August 17, 2026
Consumer inflation decelerated slightly in July; new jobless claims are running well below the levels of 2025; third-quarter US economic growth is estimated at approximately 3.5%; and average hourly earnings Is Your Equity Comp Getting a Fair Look?
More and more workers are benefiting from equity compensation, and it’s not just limited to the C-suite and senior executives. Mid-level employees often accumulate meaningful positions in their company’s stock.Softening Data, Strong AI Demand: A Market Searching For Direction
Executive Summary Last week, stock prices were up and bond prices were down (yields up). The MSCI Emerging Markets and MSCI EAFE indices outperformed the S&P 500. The best-performing sectorsWeekly Economic Commentary
First Things What’s Not To Like? Consumer inflation decelerated slightly in July, new jobless claims are running well below the levels of 2025, third quarter US economic growth is estimatedRobertson Stephens Weekly Commentary – August 10, 2026
The “K-shaped economy” is back in the news, mostly as a result of the attempts by government officials to deny it exists. Some economists are sympathetic to the frustration over