Market Rotation Accelerates as Manufacturing Rebounds and Al Volatility Rise
Executive Summary Stocks traded sideways this week before a late-week sell-off. The S&P 500 gained +0.5%, but it continued to lag the Russell 2000 and Equal Weight S&P 500. It’s now underperforming both indices byWeekly Economic Commentary
Although data released this week will largely be for the end of 2025, the data will serve to flesh out the picture hinted at by the Nonfarm Employment and ConsumerRobertson Stephens Weekly Commentary – February 9, 2026
Data releases from the Bureau of Labor Statistics (BLS) — and from the Bureau of Economic Analysis (BEA), which uses BLS economists and staffers to prepare some of its data
Help! I’m Scared My College Student Won’t Be Able To Find a Job! Navigating the Class of 2026 Job Market
Recent headlines surrounding the “Class of 2026” have raised understandable concerns among parents and students alike that entry-level jobs are disappearing. Hiring outlooks for new graduates are being described asAI Disruption, Fed Pause, and Rotating Equity Leadership: What’s Driving Markets Now
Executive Summary Over the next few months, the market is navigating a delicate balance of a strong economy, soft labor market conditions, AI disruption vs. destruction, and a Fed pause.Key Data Delays and Investor Priorities: What to Watch This Week
Data releases from the Bureau of Labor Statistics (BLS) — and from the Bureau of Economic Analysis (BEA), which uses BLS economists and staffers to prepare some of its dataRobertson Stephens Weekly Commentary – February 2, 2026
Donald Trump has nominated his new Federal Reserve Chairman, Kevin Warsh. The choice is largely considered a sensible one, validated by most of Wall Street, global financial markets, and other