September 29, 2023 - Chief Investment Officer, Stuart Katz was featured in Barron’s discussing ‘How Much Pain Will China’s Slowdown Cause? Investing Pros Weigh In.’ “The largest U.S. companies are less exposed to the growing middle class of China and
Stuart Katz
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
Fitch Rating Agency Downgrade Fallout
By Stuart Katz, Chief Investment Officer Robertson Stephens August 2, 2023 - Stocks continue one of their best years on record. Since 1927, this year ranks as the tenth best year through July 31st. The 2023 strength is supported in part by
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
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
Stuart Katz on CNBC Street Signs Asia
July 12, 2023 - Chief Investment Officer, Stuart Katz appeared on Will Koulouris CNBC Street Signs Asia to discuss volatility in domestic markets and what opportunities the emerging markets hold. “I think the reality is that you have a resilient U.S.
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
