The Fed's decision to raise rates modestly and signal a possible tempering of monetary tightening going forward will no doubt be re-evaluated at the end of this week with the release of important inflation indicators for February. All indications
Economic Insights
3 Questions with Robertson Stephens featuring Jeanette Garretty
March 23, 2023 - Chief Economist, Jeanette Garretty, joins Chief Marketing Officer, Louis Calabrese, to discuss the recent FOMC meeting and the economic effects of the Silicon Valley Bank collapse. Disclosures Investment advisory services
Robertson Stephens Weekly Commentary – March 20, 2023
As the Federal Reserve prepares for this week’s FOMC (Federal Open Market Committee) meeting, the turmoil in US regional banks and the European banking system will be a new and uncertain factor. In addition to the question of how an additional rate
Reflections on Banking
By Jeanette Garretty, Chief Economist March 15, 2023 - My career in finance is almost exactly coincident with the deregulation of the banking industry. The Deregulation and Monetary Control Act of 1980 allowed depository institutions a freer hand
Robertson Stephens’ Garretty Reacts to US CPI
March 15, 2023 - Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg to discuss the latest US CPI data and banking sector turmoil. “There's always systemic risk when it comes to banking. It is embedded in everything that we
Robertson Stephens Weekly Commentary – March 13, 2023
Turmoil in the banking industry will dominate the economic discussion this week, not only in the US. The immediate question/concern is whether the Federal Reserve will change its stance on proceeding with further interest rate increases in order to
Robertson Stephens Weekly Commentary – March 6, 2023
The testimony before Congress this week by Fed Chairman Jerome Powell will shed critical light on the Fed's thinking as it approaches its next FOMC interest-rate setting meeting on March 21-22. While it is highly unlikely that he will be very
Robertson Stephens Weekly Commentary – February 27, 2023
Additional data this week is expected to confirm the ongoing strength of economic growth in the United States and the economic resilience of Europe in the face of rising interest rates and the disruptions of the war in Ukraine. Labor markets in both
Robertson Stephens Weekly Commentary – February 21, 2023
The US economy moves forward with inflationary pressures still apparent. Over the course of this week, we may find out a bit more about exactly how rapidly these pressures will abate in the coming months and what this may imply for the Federal
Robertson Stephens Weekly Commentary – February 13, 2023
US inflation and growth metrics will both be in the news this week, starting with the Consumer Price Index and Producer Price Index numbers for January and continuing with retail sales, industrial production and housing numbers, all for January as



