Market Insights
How tariffs are affecting segments of the economy
The U.S.’s newly imposed tariffs—and the responses from the countries affected—have been creating major waves across markets. Our experts from BOK Financial and Cavanal Hill Investment Management, Inc. break down what’s happening in each market and how it may affect you or your business now and in the future.
How $600B in tariffs will affect the U.S.—and the world
The day after the size and the scope of the Trump administration’s tariffs surprised many, U.S. stock markets fell, and the risk of recession rose—but it’s still not a given. In this video, BOK Financial® Chief Investment Strategist Steve Wyett and Cavanal Hill Investment Management President Matt Stephani break down what may be ahead.
If you want to dive deeper, check out this article, which provides additional insights from BOK Financial experts.
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Fed is likely to cut rates at least once by the end of the third quarter. BOK Financial Chief Investment Officer Brian Henderson provides an outlook for the second quarter of 2025.
A new year is often associated with transformation. Even so, the degree of change ahead in 2025 looks unusually large for the U.S., with potential shifts in trade policy, immigration, regulation and more. BOK Financial's investment management team has prepared its 2025 market outlook as a downloadable report, supplemental articles and a recorded webinar.
Fed is likely to cut rates at least once by the end of the third quarter. BOK Financial Chief Investment Officer Brian Henderson provides an outlook for the second quarter of 2025.
A new year is often associated with transformation. Even so, the degree of change ahead in 2025 looks unusually large for the U.S., with potential shifts in trade policy, immigration, regulation and more. BOK Financial's investment management team has prepared its 2025 market outlook as a downloadable report, supplemental articles and a recorded webinar.
What’s driving economic uncertainty?
Hint: It’s not just tariffs. BOK Financial Chief Investment Strategist Steve Wyett and Cavanal Hill Investment Management President Matt Stephani explain why investors are so worried. (March 10, 2025)
What’s driving economic uncertainty?
How do the Fed decisions affect me?
AI and the energy landscape
How interest rates shape the economy
A closer look at economic trends
Will Middle East tensions affect energy markets?
Economic and Market Outlook: Q2 2024
What is an economic soft landing?
What is a yield curve, and why does it matter that it is inverted?
Soft landings, inflation and the road ahead
Understanding corporate earnings season
The upside of higher interest rates
Have questions about the debt ceiling?
"Supercore” inflation
Reaction to Fed rates, inflation, and election results
Fed focused on curbing inflation
Is this a recession?
FOMC Institutes First Rate Hike Since 2018
Market Volatility? Keep Calm and Carry On.
Fed Reaction to Lingering Inflation
Market Reactions to Omicron Variant
Analysis of Federal Reserve’s Latest Moves
SEC Approves First Bitcoin Futures-Backed ETF
Insights on Supply Chain and Labor Woes
Potential Tax Implications of Infrastructure Plan
Employment and Price Stability
Wyett Addresses Growing Inflation Concerns
Is Inflation Just Around the Corner?
Consumers Coming Back