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Robertson Stephens Weekly Commentary – March 11, 2024

Markets are looking for a slight — very slight but critical — improvement in the inflation numbers for February that will be released this week. Fed Chairman Powell has already signaled, with surprising clarity last week, the Fed’s confidence that it will be able to cut interest rates later this year. The recent USD weakening has helped broaden market participation across other asset classes. The asset classes that are more negatively correlated (move in opposite directions) to the U.S. dollar relative to the S&P 500 are non-U.S. equities and emerging market debt/U.S. corporate bonds. Simply put, when the U.S. dollar is falling, these asset classes typically have more price appreciation upside. On the wealth planning front, we discuss the risk of reduced social security.

Click Here to Read the March 11, 2024, Economic Commentary

Click Here to Read the March 11, 2024, Investment Commentary

Click Here to Read the March 11, 2024, 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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