August 28, ,2023 - Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg Daybreak: Australia to discuss outlook for the US Economy and review Fed Chair Powell's speech at the Jackson Hole Economic Symposium. “We don't know
Jeanette Garretty
Robertson Stephens Weekly Commentary – August 7, 2023
The non-farm payrolls number for July released last Friday will dominate discussions about the economy over the next few weeks. Not only was the 187,000 jobs-created figure modestly below expectations, but the Bureau of Labor Statistics reached all
Robertson Stephens Weekly Commentary – July 31, 2023
After last week’s mostly positive US numbers for inflation (trending to 3%), economic growth (2.4% in Q2) and earnings (with an especially big exhale of relief over stabilized regional bank deposit flows), optimism over the Federal Reserve’s ability
Advisors roll with the Fed’s well-telegraphed monetary policy move
July 26, 2023 - Chief Economist and Managing Director, Jeanette Garretty was featured in InvestmentNews discussing ‘Advisors roll with the Fed’s well-telegraphed monetary policy move.’ “The June pause throws a wrench into the works of forecasting the
2023 Mid Year Outlook Webinar
July 25, 2023 - Chief Economist, Jeanette Garretty, hosts Chief Investment Officer, Stuart Katz, and Head of Wealth Planning, Mallon FitzPatrick, to discuss the 1st half of 2023 and their expectations for the remainder of the
Robertson Stephens Weekly Commentary – July 24, 2023
Thus far, earnings reports have bolstered the case for US economic resiliency. While almost all company commentaries acknowledge some impact on profitability from rising costs, including rising interest rates, few earnings reports are signaling
Robertson Stephens Weekly Commentary – July 17, 2023
These are the data doldrums of summer. After the fireworks of last week’s US inflation reports — loudly celebrated by many as good news, while Fed Presidents seemed to issue a collective yawn — and the quietly stunning indicators of China’s
Jeanette Garretty on Bloomberg Daybreak: Australia
July 12, 2023 - Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg Daybreak: Australia discussing the outlook for the US economy as the inflation rate slid to a more than two-year low. “I think most of those trends, one of
Robertson Stephens Weekly Commentary – July 10, 2023
Interest rates staying “higher for longer” — the long-held viewpoint of many economists and Federal Reserve officials, but not necessarily investors— is looking like a higher probability bet every passing day. Yet, last week’s run-up in yields seems
Robertson Stephens Weekly Commentary – July 3, 2023
The third quarter starts with many interesting questions to be resolved about the health of bank balance sheets and the effects on consumer spending from the overturn of President Biden’s student-loan forgiveness program. It is not presently known
