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
Top Financial Planning Priorities for 2026: New Rules, New Risks
Last year, the enactment of the One Big Beautiful Bill Act (OBBBA) preserved many key provisions of the federal tax code for individuals, including lower marginal income tax rates and aTariff Turbulence Fades, Underlying Trends Hold Firm
Executive Summary Markets were choppy last week as policy headlines drove shifts in risk sentiment. Tariff-related developments sparked early-week volatility, though conditions stabilized as concerns eased. The S&P 500 finished theShutdown Risks and a Fed Decision: Markets on Alert
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 newsRobertson Stephens Weekly Commentary – January 20, 2026
Slightly more than a week before a critical Federal Reserve interest rate meeting, the outlook on prices has been muddied once again by uncertainty over tariffs. Potential fiscal policy actions