IPO Markets Fighting Forces For Escape Velocity: Inflation, Rates, Labor and AI
Executive Summary Last month, the market faced a test, and it passed, at least on the scoreboard. There was a mid-month hawkish shock: back-to-back hot inflation prints sent the 30-yearWeekly Economic Commentary
US job growth in May was unexpectedly strong. Although the Federal Reserve says it continues to worry about the downside on US labor markets, it’s the upside on inflation commanding all theRobertson Stephens Weekly Commentary – June 1, 2026
Confidence in the durability of US labor markets seems to be rising, despite the extreme anxiety in many quarters over the role of artificial intelligence. Recent speeches by Federal Reserve
Why Blended Families Should Pay Special Attention to Estate Planning
Roughly forty percent of American families today are blended, yet most estate plans are still built as if the household has one set of parents and one set of children. IntroduceChips and Geopolitics: May’s Risk On Cocktail
Executive Market Summary: May 2026 The US market has been split cleanly in two, with the dividing line running straight through the technology sector. The S&P 500 fell roughly 4.5% in theWeekly Economic Commentary
Confidence in the durability of US labor markets seems to be rising, despite the extreme anxiety in many quarters over the role of artificial intelligence. Recent speeches by Federal ReserveRobertson Stephens Weekly Commentary – May 24, 2026
Have rising bond yields forced action on the Strait of Hormuz when rising consumer inflation rates couldn’t? If so, it wouldn’t be the first time that bond markets flexed theirBond Bears vs. AI Bulls: Inflation Fears Clash With Growth Optimism
Executive Summary Stocks and bonds up on the week (bond prices up, yields down). The MSCI EAFE and MSCI Emerging Markets indices outperformed the S&P 500. The best performing sectors