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Robertson Stephens

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Robertson Stephens Weekly Commentary – October 3, 2022

We believe the Fed will continue its path of raising rates until it tackles inflation and will only pivot beforehand if there is deep foreign financial market contagion, massive market liquidity issue, or material credit market disruption. While the Fed tackles inflation, inventory management has been a challenge for businesses in the US and globally as supply chain bottlenecks disrupt the normal process of placing orders and delivering products to customers. Inventories will likely be drawn down substantially in the fourth quarter, reducing economic growth from the estimated 2% to something closer to 1% or less as the year closes out. On the wealth planning front, we see opportunities with the new market lows, including loss harvesting, Roth conversion, and wealth transfer.

Click Here to Read the October 3, 2022, Economic Commentary

Click Here to Read the October 3, 2022, Investment Commentary

Click Here to Read the October 3, 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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