Market Insights
September rate cut likely to be first of three this year
With the Federal Reserve almost certain to start cutting rates on Sept. 18, the question on many people’s minds now is just how fast—or slow—future rate cuts will come. BOK Financial Chief Investment Officer Brian Henderson explains why the Fed has time to get rates down.
How do the Fed decisions affect me?
The Federal Reserve raises and lowers rates to balance full employment and price stability for the U.S. economy. Here, we break down what those rate changes mean for each of our finances—and how the changes work to slow or accelerate the economy.
AI and the energy landscape
Matt Stephani, president of Cavanal Hill Investment Management, Inc., explains what the U.S. needs to stay ahead in the race to develop more advanced AI and why it’s important.
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2024 Midyear Outlook
Entering the second half of 2024, the U.S. economy remains resilient despite high interest rates. However, uncertainties persist, including the timing of the Fed’s first rate cut and the impact of the upcoming presidential election. BOK Financial’s investment management team has compiled valuable insights on these topics and more, which are available through a short video, online articles, and a downloadable report.
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A potential fly in the ointment of this year’s stock gains
With the S&P 500 closing at record highs more than 30 times this year, it may seem the sky’s the limit—or is it? BOK Financial Chief Investment Officer Brian Henderson explores what’s buoying financial markets and what could happen if things go sour in his outlook for the third quarter.
How interest rates shape the economy
How do interest rates shape our economy—and your wallet, from the interest you pay on your loans to the money you make on your investments? BOK Financial Chief Investment Strategist Steve Wyett explains. (August 1, 2024)
A closer look at economic trends
The U.S. economy has defied fears of slowdown, thanks to a successful monetary and fiscal response to the pandemic. Unemployment remains low, and positive productivity gains offer hope for sustained growth. While inflation poses challenges, our base case is continued economic expansion. Steve Wyett, BOK Financial chief investment strategist, explores the nuances of our economic path. (May 17, 2024)
Will Middle East tensions affect energy markets?
The biggest risk to this market is inflation and biggest risk to inflation is energy,” said Matt Stephani, president of Cavanal Hill Investment Management, Inc., on April 15, 2024, in a conversation with Steve Wyett, chief investment strategist at BOK Financial. We’ll continue to follow the geopolitical tensions and their effects on the markets. Check back here for periodic analysis. (April 16, 2024)
Economic and Market Outlook: Q2 2024
Watch the replay of BOK Financial Chief Investment Officer Brian Henderson’s quarterly webinar, where he offered insights on key economic indicators, the potential for lower rates and these factors' impact on investment strategies. Chief Investment Strategist Steve Wyett and Melissa Lord, director of investment fiduciary and consulting services, joined him. (April 16, 2024)
What is an economic soft landing?
You’ve probably heard the phrase “soft landing” in the news, but what does it mean? BOK Financial Chief Investment Strategist Steve Wyett explains why a true soft landing is sometimes considered a Goldilocks scenario. (March 21, 2024)
What is a yield curve, and why does it matter that it is inverted?
A yield curve is a way to measure bond investors' feelings about risk, and can impact the investment returns. In this video, we break down the differences between a flat, inverted and normal yield curve, and how to approach a long-term investment strategy that works for all three. (March 21, 2024)
Soft landings, inflation and the road ahead
Are the Fed’s moves enough to ensure a soft landing, as everyone has hoped, or will we have a recession? BOK Financial Chief Investment Strategist Steve Wyett and Cavanal Hill Investment Management President Matt Stephani provide their views. (Dec. 14, 2023)
Understanding corporate earnings season
Discover why earnings season is a pivotal time for investors. Find out which indicators to look for in earnings reports and why they matter. Understand the impact of economic conditions on earnings and stock prices, and explore why future-focused investing is often more critical than past earnings. BOK Financial Chief Investment Strategist Steve Wyett breaks it all down in his latest video. (Oct. 30, 2023)
The upside of higher interest rates
When people talk about interest rates moving higher, they often think about the negative impact on borrowers. Still, there is a positive impact on savers who put money away in short-term savings vehicles like CDs, traditional savings accounts and money market funds. BOK Financial Chief Investment Strategist Steve Wyett explains. (Aug. 28, 2023)
Have questions about the debt ceiling?
Join BOK Financial Chief Investment Strategist Steve Wyett for an easy-to-understand video explanation of what hitting the debt ceiling means, how the U.S. got here and how we can resolve this issue going forward. (Feb. 2, 2023)
"Supercore” inflation
Chief Investment Strategist Steve Wyett explains the Fed's latest inflation measure and why it matters. (March 22, 2023)
Reaction to Fed rates, inflation, and election results
After the Fed raised interest rates earlier this month, Chairman Powell indicated the ultimate Federal Funds target might be higher than previously expected. Chief Investment Strategist Steve Wyett discusses that topic along with continued job growth, high inflation, and the mid-term election. (Nov. 18, 2022)
Fed focused on curbing inflation
The Fed plans to keep monetary policy at restrictive levels until 2% inflation is achieved, rather than the stop-go policy approach it used four decades ago. (Sept. 15, 2022)
Is this a recession?
Historically it has been very rare that two consecutive quarters of negative real GDP growth were not a recession, but the definition of a recession is broader. Chief Investment Strategist Steve Wyett explores the latest data on spending, employment, manufacturing and trade which today are not at recessionary levels. (Aug. 4, 2022)
FOMC Institutes First Rate Hike Since 2018
The Federal Reserve raised the Federal Funds rate by 25 basis points at their March meeting. Chief Investment Officer Brian Henderson breaks down the Fed’s latest moves, and what to expect from them going forward. (March 18, 2022)
Market Volatility? Keep Calm and Carry On.
Chief Investment Strategist Steve Wyett reminds investors to not become overwhelmed by short-term events. (Feb. 25, 2022)
Fed Reaction to Lingering Inflation
Inflation has lasted longer and accelerated to levels the Fed did not expect. Steve Wyett, BOK Financial chief investment strategist, weighs in on what the persistent increase means and what moves the Fed may be considering. (Feb. 16, 2022)
Market Reactions to Omicron Variant
COVID-19 and its variants continue to affect markets around the world. Chief Investment Strategist Steve Wyett weighs in on the latest fluctuations resulting from the Omicron variant. (Dec. 3 2021)
Analysis of Federal Reserve’s Latest Moves
Brian Henderson, chief investment officer, and Liu Liu, director of investment research and management, break down economic impact of Federal Reserve’s latest meeting and actions. (Nov. 8, 2021)
SEC Approves First Bitcoin Futures-Backed ETF
Chief Investment Strategist Steve Wyett reminds investors to speculate responsibly. (Nov. 3, 2021)
Insights on Supply Chain and Labor Woes
Chief Investment Strategist Steve Wyett breaks down the cause and effect of the supply disruptions and when we might start seeing improvements. (Oct. 28, 2021)
Potential Tax Implications of Infrastructure Plan
Steve Wyett, Chief Investment Strategist for BOK Financial, provides an update on the infrastructure package and the proposed tax implications for corporations and individuals. (Sept. 24, 2021)
Employment and Price Stability
Our chief investment strategist, Steve Wyett, explores Fed’s latest reaction to changing market conditions and economic recovery. (June 21, 2021)
Wyett Addresses Growing Inflation Concerns
Our chief investment strategist, Steve Wyett, breaks down the latest Consumer and Product Price Indexes in his most recent video update. (May 14, 2021)
Is Inflation Just Around the Corner?
Steve Wyett, Chief Investment Strategist for BOK Financial, addresses growing concerns about potential inflation in his latest market update. (March 5, 2021)
Consumers Coming Back
The pandemic-driven recession was unique in its depth and duration, yet its recovery primed most households for a robust 2021.
September rate cut likely to be first of three this year
Fed zeroes in on labor market data
New job growth is down but wages higher than expected
Should we worry about the job market?
Jobless claims rising but headline unemployment still relatively low
Lessons learned from the recent market volatility
'Goldilocks' scenario of economic news has recession fears fading
Is the US headed for a recession?
Fed likely to lower rates but ‘emergency’ rate cuts unnecessary
Market jitters? Don't panic.
Tips for investors in uncertain times