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Robertson Stephens Weekly Commentary – October 10, 2022

We believe an era of low inflation, low interest rates and supportive fiscal and monetary policy has ended. We believe interest rates will probably need to stay higher for longer to tackle sticky inflation and weigh on economic growth. Last week’s US employment report for September supported the characterization of the US economy as continuing to grow while absorbing significant negative impacts on the technology and housing sectors from rising interest rates. Robust but decelerating monthly job creation is consistent with the Federal Reserve’s objectives to ease labor market tightness and reduce upward pressure on wages, while simultaneously allowing the Federal Reserve to maintain its course on aggressively raising interest rates. On the wealth planning front, we see opportunities with the new market lows, including loss harvesting, Roth conversion, and wealth transfer. We also saw the IRS’s announcement last week regarding individuals and businesses in a FEMA designated ‘hurricane Ian disaster relief area’ may delay filing until February 15th of next year.

Click Here to Read the October 10, 2022, Economic Commentary

Click Here to Read the October 10, 2022, Investment Commentary

Click Here to Read the October 10, 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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