AI Trillion $ Spending Splits the Market: Winners and Losers
Executive Summary Last week, stock and bond prices were up. The S&P 500 outperformed both the MSCI EAFE non-us developed and MSCI Emerging Markets Index. The best-performing sectors in theWeekly Economic Commentary
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 overRobertson Stephens Weekly Commentary – August 3, 2026
The Bureau of Economic Analysis (BEA) released considerable, albeit preliminary, data on the US economy in the second quarter, and much of the story got lost in the glare of
Passing Down the Family Home Without Passing Down a Fight
A vacation home may outlive the mortgage, the renovations, and often the parents who bought it. Whether it’s a waterfront property, a cabin in the mountains, or an apartment inFundamentals Drive Markets in the Absence of Fed Action
Executive Summary Last week, stocks were up and bonds prices traded down/yield up. The MSCI Emerging Markets Index outperformed both the MSCI EAFE Index and the S&P 500. The best-performingWeekly Economic Commentary
The Bureau of Economic Analysis (BEA) released considerable, albeit preliminary, data on the US economy in the second quarter and much of the story got lost in the glare ofRobertson Stephens Weekly Commentary – July 27, 2026
In light of the new tariffs imposed by President Trump and the sharp increase in the price of oil (Brent was above $100 this weekend but has fallen equally sharply