Robertson Stephens Weekly Commentary – March 9, 2026
War always creates economic turmoil. It changes prices, adds to national debt and heightens uncertainty. As such, war may impact economic decision-making even in markets not apparently directly affected by
Staying the Course When Markets Feel Unsteady
Geopolitical headlines over the last week have been nothing short of jarring. As news of the joint U.S. and Israeli air strikes on Iran continues to dominate the global cycle,Triple Whammy Shocks: Geopolitical, Labor and Private Credit
Executive Summary Last week, stock and bond prices were down and yields were up. Three simultaneous shocks are feeding off each other: oil at $100/bbl (up 35% in a week), a February jobsWeekly Economic Commentary
War always creates economic turmoil. It changes prices, adds to national debt and heightens uncertainty. As such, war may impact economic decision-making even in markets not apparently directly affected by combat. One example of such effectRobertson Stephens Weekly Commentary – March 2, 2026
The extremely valid question regarding the impact of war in the Middle East on the global economy simply cannot be well answered at this time. Several immediate areas of concern The Most Overlooked Estate Planning Step: Why Communication Matters More Than Ever
The domestic real estate market, which has remained largely stagnant for the past twenty-four months, may show signs of movement. Recent data, including reports from the Wall Street Journal, highlight a downward trendMarket Leadership Broadens as Rotation Continues
Executive Summary The S&P 500 Index declined -0.8% in February, but the headline masked broad underlying strength. The equal-weighted S&P 500 gained +3.5%, Large Cap Value rose +2.6%, and theWeekly Economic Commentary
The extremely valid question regarding the impact of war in the Middle East on the global economy simply cannot be well-answered at this time. Several immediate areas of concern are clear — oil andRobertson Stephens Weekly Commentary – February 23, 2026
“Head-spinning” is the word for the week. The Supreme Court rejection of many (not all) of President Trump’s tariffs served to sweep under the rug an almost embarrassing scramble to