Stocks Hit A Growth Spurt
Last week, markets absorbed a failed ceasefire deal and U.S. naval blockade of Iranian ports to close at a new all-time high. The S&P 500 returned 4.5% for the weekWeekly Economic Commentary
Euro Area inflation was 2.6% in March on a year-over-year basis, striking some observers as a surprisingly benign number given Europe’s considerable exposure to higher oil and natural gas prices.Robertson Stephens Weekly Commentary – April 13, 2026
There is simply no way to spin this: the “affordability” metrics are ugly and likely to get uglier in the next two months. Inflation in the United States is runningCease-Fire Sparks Risk On: Investors Swap Fear for FOMO
Stocks traded higher for a second consecutive week as a ceasefire announcement between the U.S. and Iran triggered the strongest single-day rally in roughly a year. The S&P 500 gained +3.7%, the
Reduce the Risk of Retiring at the Wrong Time
Retiring this year? There is something worth thinking about before you circle that date on the calendar. Consider a scenario where the Iran conflict or other geopolitical events plunge yourWeekly Economic Commentary
There is simply no way to spin this: the “affordability” metrics are ugly and likely to get uglier in the next two months. Inflation in the United States is runningRobertson Stephens Weekly Commentary – April 6, 2026
Economist Mohamed El-Erian, former CEO of bond market giant PIMCO, has a useful, intuitive way of thinking about exogenous shocks, i.e., unexpected events with unpredictable timing that occur outside ofQ1 Shocks: Energy, Inflation, Growth?
Highlights: Q1 2026 Performance Equities The first quarter was eventful for markets. Stocks traded higher to start the year, with the S&P 500 posting a modest gain in January. However,