Dow ends at record high despite Capitol siege by mob protesting change of power in Washington

MarketWatch by Joy Wiltermuth on January 6, 2021 Chief Economist, Jeanette Garretty, shares her thoughts on what the new political landscape may entail. “The key is the possible change in the landscape of political power in Washington, D.C. and what that will mean for spending,” Jeanette Garretty, chief economist at Robertson Stephens Wealth Management, told […]

The 2021 US Economic Outlook and its Wealth Management Challenges

Jeanette Garretty, Chief Economist, December 29, 2020 As published in wealthmanagement.com Although clients will start 2021 buoyed by portfolios that have appreciated and pandemic risk that may be subsiding, numerous uncertainties and risks loom. Everything happened fast in 2020.   The recession, identified as having started in late February, ended in late June or early July. […]

2021 Investment and Economic Outlook Webinar

December 10, 2020 Our CIO, Stuart Katz and Chief Economist, Jeanette Garretty sat down with our CEO, Raj Bhattacharyya, to discuss the 2021 Economic and Markets outlook. Click Here to view the webinar  

A First Look Into 2021: US Economic Recovery Continues

Jeanette Garretty, Chief Economist, November 12, 2020 Only an economist would be bold—or foolish— enough to discuss the outlook for 2021 with the political and economic horizon shrouded in so much mist and fog. And yet, rare is the business that doesn’t find itself forced to forecast revenue growth, financing requirements, supply chain needs, labor […]

Dow futures slump as election results tighten

MarketWatch by Joy Wiltermuth on November 4, 2020 Jeanette Garretty discusses the economic outlook in the midst of election returns. Garretty believes there is still uncertainty of the outcome, and investor focus will go back to the economy and the pandemic. “There seemed to be an expectation that there might be a blue wave,” said […]

Jeanette Garretty on NASDAQ Trade Talks

NASDAQ Trade Talks Jill Malandrino, Interview, October 2, 2020 Jeanette Garretty, Chief Economist of Robertson Stephens Wealth Management, LLC, discusses business planning for 2021 and economic outlook surrounding the U.S. labor force. Watch the interview here.

Business Planning and the Economy

Jeanette Garretty, Chief Economist, September 9, 2020 Anyone who has taken a first-year economics course has heard about what is sometimes called the micro-macro paradox, where completely valid decisions by individual actors in the marketplace lead, in the aggregate, to market conditions that invalidate those decisions (Note: the paradox was alternatively defined by Paul Mosley […]

Economic Outlook at Midyear

As seen in the WealthManagement 2020 MidYear Outlook Jeanette Garretty, Chief Economist, August 2020 Three enormously expensive and challenging projects confront the United States and the major developed economies in the next 18 months: 1) the repair and support of fragile economies and an ageing labor force, 2) the rebuilding of supply chains for strength […]

ORIGINAL U.S. Stocks Rise to Record Highs; Dollar Rallies: Markets Wrap

Bloomberg By Vildana Hajdric and Claire Ballentine, November 26, 2019 Our Chief Economist, Jeanette Garretty, shares her insight on volatility in the current market. U.S. equities climbed to all-time highs after President Donald Trump said he’s been talking to Chinese President Xi Jinping and that they continue to work for a trade deal. Treasuries and […]

RE-WRITE U.S. Stocks Rise to Record Highs; Dollar Rallies: Markets Wrap

Investing.com Bloomberg, November 26, 2019 Jeanette Garretty, Chief Economist, shares her insights on economic trends as U.S. equity rises to a new high. Trade “is on everybody’s mind,” said Jeanette Garretty, managing director and principal of Robertson Stephens Wealth Management in San Francisco. “The equity markets on any given day are happy to look at […]

America’s Jobs Crisis Could be about to Get Even Worse

CNN Business Annekan Tappe, Senior Writer, August 5, 2020 Jeanette Garretty, Chief Economist, shares her thoughts on the monthly job reports, what July numbers could look like and the US job market in the midst of the COVID-19 pandemic. “July is so uncertain because some areas, some sectors continued to reopen in the early part […]

Investing for Future Growth

By Jeanette Garretty, Chief Economist July 21, 2020 – The Congressional Budget Office (CBO) regularly prepares long-term economic growth forecasts in order to fulfill its mandate to analyze the budgetary impact of current and proposed federal legislation.  These forecasts utilize generally accepted or consensus projections of population growth, demographic trends, labor force participation rates, productivity, […]