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Robertson Stephens Weekly Commentary – September 12, 2022

This week the Investment Office believes that in the current environment, where interest rates were recently at all-time lows and stock valuations high at the end of 2021, rising real rates have been one of the factors leading to a repricing of stocks to sharply lower levels. The Investment Office is also watching the global environment, where a stressed credit investment opportunity set in Europe has, we believe, become increasingly attractive. On the economic front, the U.S. CPI (Consumer Price Index) is being released this week. More insight will be obtained this week regarding prices in August, with preliminary evidence indicating that home price increases — a major contributor to the CPI numbers– have sharply decelerated. We, however, don’t expect for this to affect the Federal Reserve’s intention to raise the Fed Funds rate another 75 bps in the September FOMC meeting. Our Head of Wealth Planning discusses the 11.4% increase in Social Security Benefits that is projected to take place in 2023.

Click Here to Read the September 12, 2022 Economic Commentary

Click Here to Read the September 12, 2022 Investment Commentary

Click Here to Read the September 12, 2022 Wealth Planning Commentary

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Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

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  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

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