Jeanette Garretty
Chief economist at Robertson Stephens, offering macroeconomic analysis and Fed outlook commentary focused on inflation, employment, and monetary policy.
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Jan 29, 2026 • 21min
Traders Assess Tech Earnings, Fed Outlook
Jeanette Garretty, Robertson Stephens chief economist, on Fed timing, inflation and the job market. Daniel Newman, Futurum Group CEO and tech analyst, on AI-driven tech earnings, cloud and compute competition. They discuss rate-cut timing, AI spending vs. ROI, and who’s winning infrastructure and chips.
