AI 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
Could You Benefit from a Charitable Remainder Trust?
You may have encountered Charitable Remainder Trusts in conversations with others after a liquidity event or through tax professionals discussing strategies for managing large unrealized gains. In the appropriate situation, a Charitable Remainder Trust (CRT)Markets Reprice Risk as Fed Signals Caution and Breadth Broadens
Executive Summary The S&P 500 returned +0.3% for the week, recovering from a mid-week wobble. The Fed held interest rates steady and signaled no rush to lower rates amid aWith Warsh at the Fed, Markets Shift Focus to Fiscal Leadership
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 central bankers. Coming on the heels of a Federal OpenRobertson Stephens Weekly Commentary – January 26, 2026
Congress moves unexpectedly back into the economic picture, as talk of a partial government shutdown on Friday has re-emerged with power and possibility. If investors thought that the only news