July 29, 2022 - Chief Economist and Managing Director, Jeanette Garretty was featured in Forbes to discuss ‘Why Is Inflation Bad? 3 Effects of Inflation.’ Jeanette commented, “In every economic environment, there are winners and losers, and inflation
Jeanette Garretty
Robertson Stephens Weekly Commentary – July 25, 2022
This week the Investment Office is watching the next big focal point for markets - the Fed’s next decision on Wednesday. Additionally, more than 170 S&P 500 companies will report earnings this week and at this early stage of the reporting period,
Robertson Stephens Weekly Commentary – July 18, 2022
This week the Investment Office continues to watch market fluctuations as markets, which until recently were all about pricing in ongoing inflation, now seems focused on the risk of a policy error and recession in a period of transition after nearly
Robertson Stephens Weekly Commentary – July 11, 2022
This week the Investment Office keeps an eye out on earnings season as it begins. In their initial assessment, the biggest threat to a sustainable expansion remains inflation and the Fed will need restrictive rates to address that issue. On the
Robertson Stephens Weekly Commentary – July 5, 2022
This week the Investment Office discusses how the macroeconomic story is affecting the equity and fixed income markets, rates, currencies and commodities. On the economic front, the tug-of-war between inflation and economic growth continues unabated
Robertson Stephens Weekly Commentary – June 27, 2022
This week the Investment Office summarizes the past 6 months and provides its outlook for the rest of the year in regards to equities, fixed income, rates and other market indicators. On the economic front, the Fed reemphasizes its stance on reducing
Jeanette Garretty on TD Ameritrade
June 22, 2022 Chief Economist and Managing Director, Jeanette Garretty appeared on TD Ameritrade Market on Close with host Oliver Renick. She commented, “There is a reasonable risk of a technical recession. Continued strength in employment is a
Robertson Stephens Weekly Commentary – June 21, 2022
This week the Investment Office summarizes another volatile week across markets as we saw further rate hikes from central banks where investors are left wondering if a more aggressive policy shift will ultimately succeed in dampening inflation,
Jeanette Garretty on Yahoo Finance
June 15, 2022 Chief Economist and Managing Director, Jeanette Garretty appeared on Yahoo Finance discussing “The Fed’s 75 basis point rate hike is ‘a big move but makes sense’” “The Fed likes to be in charge of where the credit markets are going
Robertson Stephens Weekly Commentary – June 13, 2022
This week the Investment Office discusses interest rate hikes by the European Central Bank (ECB), the impact on the US fixed-income markets, and portfolio implications. On the economic front, the FOMC meeting is later this week, and an interest rate