By Chief Economist, Jeanette Garretty As published in Wealthmanagement.com August 22, 2022 - The US economy enters the second half of the year with more questions than answers. Foremost is the tension between extraordinarily robust job growth –
Economic Insights
Robertson Stephens Weekly Commentary – August 15, 2022
This week the Investment Office remains cautious about taking a victory lap based on the recent combination of a stronger-than-expected jobs report and better-than-expected inflation numbers. The Investment Office's portfolio construction
Robertson Stephens Weekly Commentary – August 8, 2022
This week the Investment Office is closely monitoring the yield curve, inflation and other indicators to determine whether we are in a new cyclical bull market, or just a bear-market rally. We believe that until the Fed reaches its destination, there
Jeanette Garretty on CNBC Squawk Box
August 5, 2022 - Chief Economist, Jeanette Garretty, appeared on CNBC Squawk Box to discuss July’s job report and its impact on the economy. “One way to look at this, which is not commonly said, is this means that the economy can sustain where the
Jeanette Garretty on Bloomberg TV Daybreak Australia
August 4, 2022 - Chief Economist and Managing Director, Jeanette Garretty appeared on air with Bloomberg LP to discuss expectations of the latest nonfarm payrolls data in the US and the policy path of the Federal Reserve. Jeanette commented that
2022 Mid Year Outlook Webinar
July 21, 2022 - With the 1st half of 2022 behind us, our Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz discuss their economic and market outlooks for the 2nd half of the year. Head of Wealth Planning Mallon FitzPatrick
Robertson Stephens Weekly Commentary – August 1, 2022
This week the Investment Office continues to watch inflation and other macro drivers as the Fed tackles inflation and supports growth. Around the world, Europe's main focus continues to be the Russian gas dispute; China's economy has slowed down
Why is Inflation Bad? 3 Effects of Inflation
July 29, 2022 - Chief Economist and Managing Director, Jeanette Garretty was featured in Forbes to discuss ‘Why Is Inflation Bad? 3 Effects of Inflation.’ Jeanette commented, “In every economic environment, there are winners and losers, and inflation
Robertson Stephens Weekly Commentary – July 25, 2022
This week the Investment Office is watching the next big focal point for markets - the Fed’s next decision on Wednesday. Additionally, more than 170 S&P 500 companies will report earnings this week and at this early stage of the reporting period,
Robertson Stephens Weekly Commentary – July 18, 2022
This week the Investment Office continues to watch market fluctuations as markets, which until recently were all about pricing in ongoing inflation, now seems focused on the risk of a policy error and recession in a period of transition after nearly
