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Robertson Stephens Weekly Commentary – September 19, 2022

With the big “macro week” ahead of us with the Fed meeting on Wednesday and various home statistics, the Investment Office will focus on the Fed’s three primary tools to deliver its monetary policy, which include fed fund rate targets, balance sheet adjustments, and communication language. Additionally, the Investment Office is monitoring sticky shelter inflation and its material contribution to the consumer price index (CPI) via the “owners’ equivalent rent calculation.” On the economic front, the US economy continues to show signs of slowing and may be on the verge of tipping into negative territory. We will get a better sense of the Fed’s outlook after Wednesday’s meeting, which will be critical in assessing how high the Fed may take rates. Our Head of Wealth Planning discusses wealth planning and the British monarchy, highlighting the UK inheritance tax.

Click Here to Read the September 19, 2022 Economic Commentary

Click Here to Read the September 19, 2022 Investment Commentary

Click Here to Read the September 19, 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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