Quick Note for Quiet Week
February 21, 2025 Good morning, On Tuesday, we mentioned it was the start of a quiet 10-day stretch without any market-moving catalysts – important earnings announcements or key economic data. “Quiet” has been the operative word for markets so far this week. Through last night, the S&P 500 Index is up a whopping 8 bps […]
2025 Rate Cut Outlook: The Fed on Hold – What Will Investors Focus On?
By the Robertson Stephens Investment Office In recent years, the Federal Reserve carried out one of the fastest rate-hiking campaigns in history to bring inflation down from a multi-decade high. After holding rates high for over 12 months, the central bank started its current rate-cutting cycle in late 2024, lowering rates by a total of […]