An Economic Forecast for 2021 (No M.D. Required)
by Jeanette Garretty, March 15, 2021 It is close to impossible to find an economic forecast these days that does not begin and end with a discussion of the medical research around the coronavirus, COVID-19 vaccines, virus variants and population vulnerability. While an intense focus on the pandemic is valid – it is the clear […]
A Look at the Economy Post-Pandemic
by Jeanette Garretty, March 11, 2021 What will the economy look like in a post-pandemic world? Will it look like it did pre-pandemic? Good question. Some parts of the US economy will look very different post-pandemic, but they won’t feel that different because we have been living through the evolution for at least a year. […]
Higher Taxes, Slow-Rising Inflation On The Way
FA Magazine By Karen DeMasters on Feb 23, 2021 Veteran investors are still concerned about the economy, but the economic growth rate is too large to ignore. Jeanette Garretty explains why, and how every American can participate in the recovery. Read the full article here. Disclosure Investment advisory services offered through Robertson Stephens (“Robertson […]
Jeanette Garretty on TD Ameritrade Network
January 13, 2021 Jeanette Garretty speaks with Nicole Petallides on TD Ameritrade Network talking about inflation risks for long term portfolios and her reaction to the new consumer price index. Watch here. Disclosure Investment advisory services offered through Robertson Stephens (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of skill […]
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, 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 […]