RS Logo

FOMO / PCE / BEACH – June 27, 2025

Mike Tierney

Good morning,

U.S. stocks have surged so far this week, with the S&P 500 up approximately 2.9% and the Nasdaq gaining 3.7%—both nearing or reaching record highs. This rally has been fueled by strong earnings, falling Treasury yields (resulting in rising bond prices), and a reduction in perceived geopolitical risks. Technology stocks continue to lead, buoyed by optimism around increased capital spending on AI initiatives. Easing trade tensions are also contributing, with only seven trading days remaining before the July 9th trade deal extension deadline. The White House indicated this morning that around 10 agreements are already in place, with ~20 more still under negotiation.

Let’s be clear—FOMO (Fear of Missing Out) is a significant driver this week. Hedge funds, particularly macro funds, are ramping up exposure to U.S. equities (Bloomberg data), while retail investors appear to be more cautious. In today’s hyper-connected environment, the fear of underperforming a peer or competitor can quickly shift institutional positioning. With stocks at new highs, those who were short or underweight are now being forced to reconsider. Even if their core view hasn’t changed, there’s growing recognition that momentum can become self-fulfilling—transforming a wall of worry into the foundation of a new bull market.

This morning, the Fed’s preferred inflation gauge—the PCE Index (Personal Consumption Expenditures)—was released. Consumer spending came in at -0.1%, suggesting a slight economic slowdown, while core inflation rose by 0.2%. On balance, the report offers little justification for the Fed to initiate rate cuts based on this data alone. Futures dipped slightly in response but remain up ~0.30% ahead of the open.

It’s a classic Summer Friday, and trading desks will likely thin out as leadership heads for the beach.

Be well,
Mike

Disclosure and Source

Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. This material is for general informational purposes only and should not be construed as investment, tax or legal advice. It does not constitute a recommendation or offer to buy or sell any security, has not been tailored to the needs of any specific investor, and should not provide the basis for any investment decision. Please consult with your Advisor prior to making any Investment decisions. The information contained herein was compiled from sources believed to be reliable, but Robertson Stephens does not guarantee its accuracy or completeness. Information, views and opinions are current as of the date of this presentation, are based on the information available at the time, and are subject to change based on market and other conditions. Robertson Stephens assumes no duty to update this information. Unless otherwise noted, any individual opinions presented are those of the author and not necessarily those of Robertson Stephens. Performance may be compared to several indices. Indices are unmanaged and reflect the reinvestment of all income or dividends but do not reflect the deduction of any fees or expenses which would reduce returns. A complete list of Robertson Stephens Investment Office recommendations over the previous 12 months is available upon request. Past performance does not guarantee future results. Forward-looking performance targets or estimates are not guaranteed and may not be achieved. Investing entails risks, including possible loss of principal. Alternative investments are only available to qualified investors and are not suitable for all investors. Alternative investments include risks such as illiquidity, long time horizons, reduced transparency, and significant loss of principal. This material is an investment advisory publication intended for investment advisory clients and prospective clients only. Robertson Stephens only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Robertson Stephens’ current written disclosure brochure filed with the SEC which discusses, among other things, Robertson Stephens’ business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. © 2025 Robertson Stephens Wealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere.

Talk To Us