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Robertson Stephens Weekly Commentary – May 22, 2023

The Fed Watch and the Debt-Ceiling Drama both continue this week, each with short term consequences for investors.  Fed Board members appear to be stepping towards a pause in interest rate hikes in June, although exactly why this is happening is not clear, given that inflation is still too high (greater than 4%) and economic growth is comfortably in the 2-3% range. Last week, stocks went up and bonds down. Stock prices and US Treasury yields increased (price down / yields up) with help from optimism surrounding the US debt ceiling negotiations and stronger than expected manufacturing data. And a near-term pause in Fed rate hikes may provide temporary support to risk assets. On the wealth planning front, we discuss the complexities of wealth planning for foreign nationals, which depend on three main criteria: tax domicile, residency, and citizenship.

Click Here to Read the May 22, 2023, Economic Commentary

Click Here to Read the May 22, 2023, Investment Commentary

Click Here to Read the May 22, 2023, 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

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